KAUFMAN + BERNSTEIN, INC.

LOS ANGELES, California·2 registered advisors·CRD# 139370
SEC# 801-66377310-277-1900
01

Firm Overview

AUM
$655M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Hourly charges
Subscription fees
Other: 5% OF PROFESSIONAL OR GROSS INCOME
03

Specialties

Financial Planning
04

Advisors at KAUFMAN + BERNSTEIN, INC.

2 registered advisors
Howard Marshall Bernstein
LOS ANGELES, California
Roy Darryl Kaufman
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
2 advisors

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Data sourced from SEC Form ADV filings. KAUFMAN + BERNSTEIN, INC. (CRD# 139370) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.