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Building 2PASKIN & BERLER CAPITAL ADVISORS, LLC

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Phone415-625-5480
NotebookSEC #801-73012
Total AUM
$390.9M
Employees
4
Clients
66

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
415-625-5480
Other Offices
1

ReceiptFinancials

Total AUM
$390.9M
Accounts
189
Discretionary
$314.5M
Accounts
175
Non-Discretionary
$76.4M
Accounts
14

ContactClients

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Individual Clients
3
AUM
$164.4K
HNW Individual Clients
46
AUM
$349.5M
Charitable Organization Clients
6
AUM
$4.6M
Corporation or Business Clients
11
AUM
$36.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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