Be advised. This firm is no longer registered.

Berknell Financial Group, LLC

Berknell Financial Group, LLC (CRD# 281662) is a financial advisory firm headquartered in Sacramento, CA. They manage $7,500,000 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $82,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Berknell Financial Group, LLC
No Advisor Found.
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