BERKSON ASSET MANAGEMENT, INC.

WOODLAND HILLS, California·3 registered advisors·CRD# 131029
SEC# 801-631720818-449-3124
01

Firm Overview

AUM
$221M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BERKSON ASSET MANAGEMENT, INC.

3 registered advisors
Scott Jeffrey Berkson
WOODLAND HILLS, California
Sherri Rae Berkson
WOODLAND HILLS, California
Steven Michael Berkson
WOODLAND HILLS, California
05

Office Locations

WOODLAND HILLS, California
3 advisors

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Data sourced from SEC Form ADV filings. BERKSON ASSET MANAGEMENT, INC. (CRD# 131029) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.