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).
Total Assets Under Management166MILLION
Total Number of Accounts141ACCOUNTS
Average Account Value$1,175,080
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.
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.