Paskin & Berler Capital Advisors, LLC
Paskin & Berler Capital Advisors, LLC (CRD# 160004) is a financial advisory firm headquartered in , . They manage $309,412,448 in 150 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Paskin & Berler Capital Advisors, LLC
By the Numbers
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Total Assets Under Management309MILLION
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Total Number of Accounts150ACCOUNTS
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Average Account Value$2,062,750
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.
CA
Financial Advisors at Paskin & Berler Capital Advisors, LLC
1
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.
2
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.
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