Bergenn Financial Group, LLC
Date of last update: 14 Apr 2025. Data updated weekly.
| Entity Name: | Bergenn Financial Group, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 30 Sep 2022 |
| Business ALEI: | 2639075 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 45 South Main Street, West Hartford, CT, 06107, United States |
| Mailing address: | 45 South Main Street, Suite 203, West Hartford, CT, United States, 06107 |
| ZIP code: | 06107 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | eric@bergenn.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Eric Bergenn | Officer | 45 South Main Street, Suite 203, West Hartford, CT, 06107, United States | +1 860-463-0537 | eric@bergenn.com | 21 Carleton Rd., West Hartford, CT, 06107, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Eric Bergenn | Agent | 45 South Main Street, Suite 203, West Hartford, CT, 06107, United States | 45 South Main Street, Suite 203, West Hartford, CT, 06107, United States | +1 860-463-0537 | eric@bergenn.com | 21 Carleton Rd., West Hartford, CT, 06107, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013208237 | 2025-03-10 | - | Annual Report | Annual Report | - |
| BF-0012226913 | 2024-02-05 | - | Annual Report | Annual Report | - |
| BF-0011072965 | 2023-02-23 | - | Annual Report | Annual Report | - |
| BF-0011033869 | 2022-10-12 | 2022-10-12 | Change of Business Address | Business Address Change | - |
| BF-0011033871 | 2022-10-12 | 2022-10-12 | Change of Agent Address | Agent Address Change | - |
| BF-0011024274 | 2022-09-30 | - | Business Formation | Certificate of Organization | - |
This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.
| Subsequent Filing No | Status | Type | Filing Date | Lapse Date | Filing Type | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0005104940 | Active | OFS | 2022-11-17 | 2027-11-17 | ORIG FIN STMT | |||||||||||||
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| Name | Bergenn Financial Group, LLC |
| Role | Debtor |
| Name | PEOPLESBANK |
| Role | Secured Party |
Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information