Bergman Douglas Edward (San Mateo)
Bergman Douglas Edward Is a Large Advisory Firm Based in San Mateo. It Manages $212.41 Million of Regulatory Assets for 66 Client Accounts. It Has Been...
Bergman Douglas Edward is a large advisory firm based in San Mateo. It manages $212.41 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.
Bergman Douglas Edward provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Bergman Douglas Edward: assets under management
The assets under management (AUM) of Bergman Douglas Edward is $212.41 million. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 85% of the total AUM. The second-largest asset type is state and local bonds, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.
Robert Thorne covers electric vehicle innovations, autonomous driving systems, global mobility trends, and automotive engineering developments.
