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Building 2BERLA INVESTMENT CONSULTING

Map pin
Phone925-947-0326
NotebookSEC #801-26502
Total AUM
$0
Employees
2
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
925-947-0326
Other Offices
1

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
65
AUM
$0
Pension/Profit Sharing Plan Clients
3
AUM
$0
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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