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Building 2BERMAN, STEVEN M.

Map pin
Phone415-388-8938
NotebookSEC #801-63121
Total AUM
$1.1B
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
415-388-8938

ReceiptFinancials

Total AUM
$1.1B
Accounts
197
Discretionary
$1.1B
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$2M
HNW Individual Clients
31
AUM
$347.1M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges 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 0 other businesses.

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