RIA Intelligence

BERKSON ASSET MANAGEMENT, INC.

CRD #131029 SEC #801-63172 WOODLAND HILLS, CA 818-449-3124
SEC Registered
Total AUM
$221.3M
Discretionary
$27M
Employees
5
Clients
1
Accounts
171

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 9, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SCOTT, JEFFREYICHIEF COMPLIANCE OFFICERNA Control
BERKSON, SHERRI, RAEISECRETARYNA Control
BERKSON, STEVEN, MICHAELIPRESIDENTNA Control
STEVEN & SHERRI BERKSON TRUSTEES FBO THE BERKSON FAMILY REVOCABLE TRUSTDEOWNERNA Control
MERCER GLOBAL ADVISORS INC.DEPARENT COMPANYE Control
STEVEN & SHERRI BERKSON TRUSTEES FBO THE BERKSON FAMILY REVOCABLE TRUSTDEOWNERE Control
STEVEN & SHERRI BERKSON TRUSTEES FBO THE BERKSON FAMILY REVOCABLE TRUSTDEOWNERE Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, SHERRI, RAEISECRETARYD Control
BERKSON, STEVEN, MIPRESIDENTD Control
BERKSON, STEVEN, MIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
BERKSON, STEVEN, MICHAELIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
BERKSON, STEVEN, MICHAELIPRESIDENT/CHIEF COMPLIANCE OFFICERD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control
BERKSON, STEVEN, MICHAELIPRESIDENTD Control

Registrations

Federal

IA
Jun 9, 2022 REGISTERED

Notice Filings (1)

CA

Address

5550 TOPANGA CANYON BLVD
SUITE 350
WOODLAND HILLS, CA 91327
United States
Phone: 818-449-3124