Berkson Asset Management, Inc.

Berkson Asset Management, Inc. (CRD# 131029) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $165,686,302 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $1,175,080
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Berkson Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven M. Berkson
CRD#: 2686423
5550 Topanga Canyon Blvd., Suite 350, Woodland Hills, CA 91367
90
Wealthminder
score

Steven Berkson (CRD# 2686423) is an Investment Advisor Representative working at Berkson Asset Management, Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry. Steven Berkson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anessa M. Stonich
CRD#: 6754378
5550 Topanga Canyon Blvd,, Suite 350, Woodland Hills, CA 91367
87
Wealthminder
score

Anessa Stonich (CRD# 6754378) is an Investment Advisor Representative working at Berkson Asset Management, Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry.

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