Be advised. This firm is no longer registered.

Berkson Asset Management, Inc.

Berkson Asset Management, Inc. (CRD# 131029) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $221,291,706 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5550 Topanga Canyon Blvd, Suite 350, Woodland Hills, CA 91327
http://www.berkson.net
By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $1,294,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Berkson Asset Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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