Cpasset Management, Inc.
Cpasset Management, Inc. (CRD# 129305) is a financial advisory firm headquartered in , . They manage $38,286,585 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$850,813
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Peter Berenson (CRD# 2854214) is an Investment Advisor Representative working at Cpasset Management, Inc. in Newton, MA and has over 19 years of experience in the finance industry.