Assets Under Management
$58.9M
Number of Clients
43
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$29.4M
Compensation
Fee-Only (AUM)
Hilary Bergman has over 35 years of financial industry experience. He was COO at Pali Capital and a senior executive at Fimat USA. He holds multiple FINRA licenses and the Texas Insurance license. He is also the CEO and CCO of First Liberties Financial.
15150 Preston Road, Suite 300, Dallas, TX, 75248