BERLIN FINANCIAL, LTD.
CRD #108884 SEC #801-55607 CLEVELAND, OH 216-479-0400
SEC Registered
Total AUM
$52.5M
Discretionary
$52.5M
Employees
10
Clients
--
Accounts
40
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $6.1M | $6.1M | $0 | 5 | -- |
| Mar 2009 | $6.1M | $6.1M | $0 | 5 | -- |
| Jan 2008 | $59.7M | $59.7M | $0 | 10 | -- |
| Mar 2007 | $59.7M | $59.7M | $0 | 10 | -- |
| Sep 2005 | $52.5M | $52.5M | $0 | 10 | -- |
| Feb 2005 | $48.5M | $48.5M | $0 | 51 | -- |
| Feb 2005 | $48.5M | $48.5M | $0 | 51 | -- |
| Mar 2004 | $40M | $40M | $0 | 5 | -- |
| Dec 2003 | $40M | $40M | $0 | 5 | -- |
DateMar 2010
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$6.1M
Discretionary$6.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$59.7M
Discretionary$59.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees51
Clients--
DateFeb 2005
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--