BERTRAM CAPITAL MANAGEMENT LLC

FOSTER CITY, California·4 registered advisors·CRD# 156920
SEC# 801-735501650-358-5000
01

Firm Overview

AUM
$3.5B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at BERTRAM CAPITAL MANAGEMENT LLC

4 registered advisors
Ingrid C. Swenson
FOSTER CITY, California
Ingrid Swenson
SAN MATEO, California
Ivy Cheung Ono
FOSTER CITY, California
Zoey Louise Armstrong
FOSTER CITY, California
05

Office Locations

FOSTER CITY, California
3 advisors
SAN MATEO, California
1 advisor

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Data sourced from SEC Form ADV filings. BERTRAM CAPITAL MANAGEMENT LLC (CRD# 156920) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.