Berson Money Management
Berson Money Management (CRD# 160631) is a financial advisory firm headquartered in , . They manage $27,088,605 in 127 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Berson Money Management
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts127ACCOUNTS
-
Average Account Value$213,296
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Berson Money Management
1
Michele Berson (CRD# 2800821) is an Investment Advisor Representative working at Berson Money Management in Windsor, CA and has over 27 years of experience in the finance industry.
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