BERTELSEN ASSET MANAGEMENT, LLC
SARASOTA, FLORIDA

BERTELSEN ASSET MANAGEMENT, LLC is a Florida-based investment management firm incorporated on July 10, 2013. The company operates out of Sarasota, as evidenced by its mailing address at 783 S. Orange Ave, Sarasota, FL, 34236, US, and falls under the jurisdiction of Sarasota County. It holds the status of an active Florida business entity with a Filed Number L13000098032. The organization is classified as an asset management company (FLAL), specializing in managing a range of investment portfolios tailored to meet individual client needs. BERTELSEN ASSET MANAGEMENT, LLC prides itself on providing personalized service and strategic financial planning under the leadership of Elizabeth C Bertelsen, who serves as the Manager. The company is registered with the IRS under Tax Identification Number 46-3157813, maintaining compliance with annual reporting requirements — the most recent submission being made in February 2024 for fiscal year-end 2024. For more information about their services and team, potential clients and stakeholders can visit bertelsenassetmanagement.com.