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Steven Michael Berkson

BERKSON ASSET MANAGEMENT, INC.·WOODLAND HILLS, California
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5550 TOPANGA CANYON BLVD, WOODLAND HILLS, CA 91327CRD# 2686423Firm CRD# 131029
01

About

Steven Michael 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)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2686423
Firm CRD# 131029
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Michael Berkson offer?
Steven Michael Berkson specializes in Financial Planning, Investment Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Steven Michael Berkson's credentials?
Steven Michael Berkson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Berkson located?
Steven Michael 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 Steven Michael Berkson charge for services?
Steven Michael 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
Sherri Rae Berkson
WOODLAND HILLS, CA

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