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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $850,813
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Cpasset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Peter H. Berenson
CRD#: 2854214
Newton, MA
93
Wealthminder
score

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.

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