Home
›
Firms
›
THE BERRY GROUP, LLC
THE BERRY GROUP, LLC
THE BERRY GROUP
WORCESTER, Massachusetts
·
1 registered advisor
·
CRD# 301876
SEC# 801-116864
0
508-713-9580
01
Firm Overview
AUM
$553M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE BERRY GROUP, LLC
1 registered advisor
Sarah G Berry
WORCESTER, Massachusetts
CRD# 859937
05
Office Locations
WORCESTER, Massachusetts
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. THE BERRY GROUP, LLC (CRD# 301876) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.