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Building 2BERGER & ASSOCIATES LLC

Map pinBEVERLY HILLS, CA
Phone310-246-5770
NotebookSEC #801-54758
Total AUM
$88.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9465 WILSHIRE BOULEVARD
SUITE 450
BEVERLY HILLS
CA 90212
USA
Operating Hours
7AM - 4PM
Monday - Friday
Phone
310-246-5770

ReceiptFinancials

Total AUM
$88.9M
Accounts
195
Discretionary
$80.8M
Accounts
172
Non-Discretionary
$8.1M
Accounts
23

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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