Paskin & Berler Capital Advisors, LLC
Paskin & Berler Capital Advisors, LLC (CRD# 160004) is a financial advisory firm headquartered in , . They manage $354,436,959 in 157 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Paskin & Berler Capital Advisors, LLC
By the Numbers
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Total Assets Under Management354MILLION
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Total Number of Accounts157ACCOUNTS
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Average Account Value$2,257,560
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Paskin & Berler Capital Advisors, LLC
1
Ryan Paskin (CRD# 5873828) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA and has over 12 years of experience in the finance industry.
2
Wendy Paskin-Jordan (CRD# 1909555) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA and has over 28 years of experience in the finance industry.
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