Bertram Solutions LLC
Bertram Solutions LLC (CRD# 289073) is a financial advisory firm headquartered in , . They manage $3,739,741 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bertram Solutions LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$128,957
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Bertram Solutions LLC
1
Felix Bertram (CRD# 6865837) is an Investment Advisor Representative working at Bertram Solutions LLC in Kirkland, WA and has over 6 years of experience in the finance industry.
2
Birgit Bertram (CRD# 6865846) is an Investment Advisor Representative working at Bertram Solutions LLC in Kirkland, WA and has over 4 years of experience in the finance industry.
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