AdvisorOS Directory
Claim Profile
AB

Adam Robert Berns

GLP CAPITAL PARTNERS, INC.·SANTA MONICA, California
Unclaimed Profile
100 WILSHIRE BOULEVARD, SUITE 1400, SANTA MONICA, CA 90401-1113CRD# 5535000Firm CRD# 304917
01

About

Adam Robert Berns is a registered financial advisor based in SANTA MONICA, California, affiliated with GLP CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GLP CAPITAL PARTNERS, INC.
GLP CAPITAL PARTNERS, INC.
AUM
$9.4B
Regulatory assets under management
Employees
160
Total firm employees
View all advisors at GLP CAPITAL PARTNERS, INC. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5535000
Firm CRD# 304917
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA MONICA?

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

Browse SANTA MONICA 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 Adam Robert Berns offer?
Adam Robert Berns specializes in Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Adam Robert Berns's credentials?
Adam Robert Berns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Robert Berns located?
Adam Robert Berns is based in SANTA MONICA, California, working with GLP CAPITAL PARTNERS, INC.. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Adam Robert Berns charge for services?
Adam Robert Berns'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 GLP CAPITAL PARTNERS, INC.?
GLP CAPITAL PARTNERS, INC. has approximately 160 employees and manages $9.4B 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 SANTA MONICA
Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, 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