Cpasset Management, Inc.

Cpasset Management, Inc. (CRD# 129305) is a financial advisory firm headquartered in , . They manage $34,872,352 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $3,170,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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.

MA

Financial Advisors at Cpasset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter Berenson, financial advisor Newton MA
Peter H. Berenson
CRD#: 2854214
Newton, MA

Peter Berenson (CRD# 2854214) is an Investment Advisor Representative working at Cpasset Management, Inc. in Newton, MA and has over 27 years of experience in the finance industry.

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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