Mary Bersot (CRD# 4648363) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Tiburon, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bersot Capital Management. LLC | Tiburon, CA | Dec 2005 - Current | 18 |
- CA
- TX
-
Total Assets Under Management161MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$3,494,660
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NH, TX
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