Alan L Bergin
Investment adviser representative at Feg
23 yearsExperience
2 statesRegistered in
CFADesignation
$19.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- FegFeb 2017 to now
- Fund Evaluation GroupDec 2016 to now
- Larry Thompson & AssociatesNov 2003 to Nov 2016
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Feg
Legal name: Fund Evaluation Group, LLC
$19.7BAssets managed
205Clients
2Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5243872
- Firm CRD
- 121658