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Building 2BERLIN WEALTH GROUP ADVISORS

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Phone+1 310 696 3704
NotebookSEC #801-129828
Total AUM
$1.4M
Employees
2
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7 AM - 6 PM
Monday - Friday
Phone
+1 310 696 3704
Other Offices
1

ReceiptFinancials

Total AUM
$1.4M
Accounts
14
Discretionary
$1.1M
Accounts
11
Non-Discretionary
$335K
Accounts
3

ContactClients

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Individual Clients
13
AUM
$1.4M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
DCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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