Overview
Assets Under Management: $168 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 39
Average Client Assets: $3.3 million
Frequently Asked Questions
BERKSON ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131029), BERKSON ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BERKSON ASSET MANAGEMENT, INC. is headquartered in WOODLAND HILLS, CA.
BERKSON ASSET MANAGEMENT, INC. serves 39 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, BERKSON ASSET MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BERKSON ASSET MANAGEMENT, INC. manages $168 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, BERKSON ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.20%
Average Client Assets: $3.3 million
Total Client Accounts: 152
Discretionary Accounts: 21
Non-Discretionary Accounts: 131
Regulatory Filings
CRD Number: 131029
Filing ID: 1181581
Last Filing Date: 2018-03-30 09:01:00