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
By the Numbers
  • Total Assets Under Management
    309
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Paskin & Berler Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
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.

2
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.

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