Bersot Capital Management, LLC
Bersot Capital Management, LLC (CRD# 139090) is a financial advisory firm headquartered in Larkspur, CA. They manage $78,405,786 in 96 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts96ACCOUNTS
Average Account Value$816,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Mary Bersot (CRD# 4648363) is an Investment Advisor Representative working at Bersot Capital Management, LLC in Larkspur, CA and has 1 year of experience in the finance industry.