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Van Bergen, Johannes Frans (Morristown)


Van Bergen, Johannes Frans is an adviser based in Morristown. It manages $14.6 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001.

Van Bergen, Johannes Frans provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Van Bergen, Johannes Frans: assets under management

The assets under management (AUM) of Van Bergen, Johannes Frans is $14.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $811.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Van Bergen, Johannes Frans for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Morristown

The principal office where Van Bergen, Johannes Frans performs its advisory services is located at 557 Tempe Wick Rd, Morristown, NJ 07960, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-644-0349 or by fax 973-644-9327. The normal business hours are 9am to 5pm on Monday - Friday.


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