AdvisorOS Directory
Claim Profile
CB

Charles Otto Benziger

PARKSIDE ADVISORS LLC·BERKELEY, California
Unclaimed Profile
2040 BANCROFT WAY, BERKELEY, CA 94704CRD# 2624958Firm CRD# 125553
01

About

Charles Otto Benziger is a registered financial advisor based in BERKELEY, California, affiliated with PARKSIDE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PARKSIDE ADVISORS LLC
PARKSIDE ADVISORS LLC
AUM
$640M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PARKSIDE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2624958
Firm CRD# 125553
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BERKELEY?

Browse all registered financial advisors in BERKELEY, California or claim this profile if it's yours.

Browse BERKELEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Otto Benziger offer?
Charles Otto Benziger specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BERKELEY, California for a consultation.
What are Charles Otto Benziger's credentials?
Charles Otto Benziger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Otto Benziger located?
Charles Otto Benziger is based in BERKELEY, California, working with PARKSIDE ADVISORS LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Charles Otto Benziger charge for services?
Charles Otto Benziger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKSIDE ADVISORS LLC?
PARKSIDE ADVISORS LLC has approximately 10 employees and manages $640M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BERKELEY
Jeremy Michael Fiance — THE HOUSE FUND, LLCJeremy Hancock Taylor — LASSEN CAPITAL MANAGEMENT, L.P.Sean Marcus Kenmore — AFFINITY CAPITAL ADVISORS LLCKarsten North Hazelett — AFFINITY CAPITAL ADVISORS LLCKeith William Goodman — BERKELEY ANALYTICS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile