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Matthew James Novak

BERKELEY PARTNERS MANAGEMENT, LLC·OAKLAND, California
Clean recordBERKELEY PARTNERS MANAGEMENT, LLC
1111 BROADWAY, OAKLAND, CA 94607CRD# 6993861Firm CRD# 284163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew James Novak · OAKLAND, CA
Registration
CRD #6993861 · BERKELEY PARTNERS MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew James Novak is a registered financial advisor based in OAKLAND, California, affiliated with BERKELEY PARTNERS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BERKELEY PARTNERS MANAGEMENT, LLC
BERKELEY PARTNERS MANAGEMENT, LLC
AUM
$2.5B
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at BERKELEY PARTNERS MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6993861
Firm CRD# 284163
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew James Novak offer?
Matthew James Novak specializes in Retirement Planning, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Matthew James Novak's credentials?
Matthew James Novak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Novak located?
Matthew James Novak is based in OAKLAND, California, working with BERKELEY PARTNERS MANAGEMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Matthew James Novak charge for services?
Matthew James Novak's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERKELEY PARTNERS MANAGEMENT, LLC?
BERKELEY PARTNERS MANAGEMENT, LLC has approximately 56 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERKELEY PARTNERS MANAGEMENT, LLC

Bahaar Garcha Sidhu
OAKLAND, CA
Andrew Centre Holmberg
OAKLAND, CA
Jennifer Swany Villarina
SAN FRANCISCO, CA

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Research
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