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).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $816,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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 Bersot Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mary M. Bersot
CRD#: 4648363
265 Magnolia Avenue, Suite 100, Larkspur, CA 94939
90
Wealthminder
score

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.

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