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Bergin, Roberts & Co. LLC (Blue Bell)


Bergin, Roberts & Co. LLC is a large advisory firm based in Blue Bell. It manages $569.93 million of regulatory assets for 185 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of District of Columbia, Florida, Maryland, and 6 other states.

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Bergin, Roberts & provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and corporate consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bergin, Roberts &: assets under management

The assets under management (AUM) of Bergin, Roberts & Co. LLC is $569.93 million. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $552.17 million in discretionary accounts and $17.76 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.59 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $573 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bergin, Roberts & Co. LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Blue Bell

The principal office where Bergin, Roberts & Co. LLC performs its advisory services is located at 925 Harvest Drive, Blue Bell, PA 19422, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-793-0111 or by fax 215-793-0113. The normal business hours are 9am-5:30pm on Monday - Friday. You can find more information about the New York firm at berginroberts.com.


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