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BERGAMOT ASSET MANAGEMENT, LLC
BERGAMOT ASSET MANAGEMENT, LLC
PRINCETON, New Jersey
·
2 registered advisors
·
CRD# 305866
SEC# 801-117514
0
609-917-7900
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Wealth Management
Fee-Only Advisory
04
Advisors at BERGAMOT ASSET MANAGEMENT, LLC
2 registered advisors
Andy Wing Keung Wong
PRINCETON, New Jersey
CRD# 6761057
Keith Augustus Graham
PRINCETON, New Jersey
CRD# 1904555
05
Office Locations
PRINCETON, New Jersey
2 advisors
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Data sourced from SEC Form ADV filings. BERGAMOT ASSET MANAGEMENT, LLC (CRD# 305866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.