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Sherri Rae Berkson

BERKSON ASSET MANAGEMENT, INC.·WOODLAND HILLS, California
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5550 TOPANGA CANYON BLVD, WOODLAND HILLS, CA 91327CRD# 4786826Firm CRD# 131029
01

About

Sherri Rae Berkson is a registered financial advisor based in WOODLAND HILLS, California, affiliated with BERKSON ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERKSON ASSET MANAGEMENT, INC.
BERKSON ASSET MANAGEMENT, INC.
AUM
$221M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BERKSON ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4786826
Firm CRD# 131029
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sherri Rae Berkson offer?
Sherri Rae Berkson specializes in Financial Planning, Investment Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Sherri Rae Berkson's credentials?
Sherri Rae Berkson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherri Rae Berkson located?
Sherri Rae Berkson is based in WOODLAND HILLS, California, working with BERKSON ASSET MANAGEMENT, INC.. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Sherri Rae Berkson charge for services?
Sherri Rae Berkson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERKSON ASSET MANAGEMENT, INC.?
BERKSON ASSET MANAGEMENT, INC. has approximately 5 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BERKSON ASSET MANAGEMENT, INC.

Scott Jeffrey Berkson
WOODLAND HILLS, CA
Steven Michael Berkson
WOODLAND HILLS, CA

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