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Mary Modesta Bersot

BERSOT CAPITAL MANAGEMENT, LLC·TIBURON, California
Unclaimed Profile
1831 TIBURON BLVD., TIBURON, CA 94920CRD# 4648363Firm CRD# 139090
01

About

Mary Modesta Bersot is a registered financial advisor based in TIBURON, California, affiliated with BERSOT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BERSOT CAPITAL MANAGEMENT, LLC
BERSOT CAPITAL MANAGEMENT, LLC
AUM
$161M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BERSOT CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4648363
Firm CRD# 139090
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Modesta Bersot offer?
Mary Modesta Bersot specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TIBURON, California for a consultation.
What are Mary Modesta Bersot's credentials?
Mary Modesta Bersot is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Modesta Bersot located?
Mary Modesta Bersot is based in TIBURON, California, working with BERSOT CAPITAL MANAGEMENT, LLC. Their office serves clients in the TIBURON metropolitan area and surrounding communities.
How does Mary Modesta Bersot charge for services?
Mary Modesta Bersot'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 BERSOT CAPITAL MANAGEMENT, LLC?
BERSOT CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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
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