Paskin & Berler Capital Advisors, LLC

Paskin & Berler Capital Advisors, LLC (CRD# 160004) is a financial advisory firm headquartered in , . They manage $354,436,959 in 157 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

https://www.paskinberler.com/

By the Numbers

Total Assets Under Management

354

MILLION
Total Number of Accounts

157

ACCOUNTS
Average Account Value

$2,257,560

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Paskin & Berler Capital Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Ryan J. Paskin

CRD#: 5873828

Santa Rosa, CA

Ryan Paskin (CRD# 5873828) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA and has over 12 years of experience in the finance industry.

Wendy E. Paskin-Jordan

CRD#: 1909555

Santa Rosa, CA

Wendy Paskin-Jordan (CRD# 1909555) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA 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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