BERESH, PATRICK MICHAEL
Legal name: PMB ADVISORS
CRD #137495 SEC #801-118214 LARKSPUR, CA 415-336-5501
SEC Registered
Total AUM
$109.8M
Discretionary
$109.8M
Employees
1
Clients
10
Accounts
218
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $109.8M | $109.8M | $0 | 1 | 0 |
| Aug 2024 | $108.5M | $108.5M | $0 | 1 | 0 |
| Feb 2024 | $108.5M | $108.5M | $0 | 1 | 0 |
| Jan 2023 | $105.1M | $105.1M | $0 | 1 | 0 |
| Jun 2022 | $122M | $121M | $1M | 1 | 0 |
| Feb 2022 | $122M | $121M | $1M | 1 | 0 |
| Sep 2021 | $123.5M | $122.2M | $1.2M | 1 | 0 |
| May 2021 | $123.5M | $122.2M | $1.2M | 1 | 0 |
| May 2021 | $123.5M | $122.2M | $1.2M | 1 | 0 |
| Apr 2021 | $123.5M | $122.2M | $1.2M | 1 | 0 |
| Mar 2021 | $123.5M | $122.2M | $1.2M | 1 | 0 |
| Jun 2020 | $111.3M | $110.1M | $1.1M | 1 | 0 |
| Feb 2020 | $111.3M | $110.1M | $1.1M | 1 | 0 |
| Apr 2012 | $50.9M | $46.3M | $4.6M | 1 | 26 |
| Mar 2012 | $50.9M | $46.3M | $4.6M | 1 | 26 |
| Mar 2012 | $50.9M | $46.3M | $4.6M | 1 | 26 |
| Mar 2012 | $50.9M | $46.3M | $4.6M | 1 | 26 |
| Feb 2009 | $71.7M | $34.4M | $37.3M | 5 | -- |
| Mar 2007 | $50.7M | $44.9M | $5.8M | 5 | -- |
| Mar 2006 | $40.8M | $40.4M | $460K | 5 | -- |
| Jan 2006 | $44.5M | $43.7M | $750K | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees1
Clients0
DateAug 2024
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$108.5M
Discretionary$108.5M
Non-Disc.$0
Employees1
Clients0
DateJan 2023
Total AUM$105.1M
Discretionary$105.1M
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$122M
Discretionary$121M
Non-Disc.$1M
Employees1
Clients0
DateFeb 2022
Total AUM$122M
Discretionary$121M
Non-Disc.$1M
Employees1
Clients0
DateSep 2021
Total AUM$123.5M
Discretionary$122.2M
Non-Disc.$1.2M
Employees1
Clients0
DateMay 2021
Total AUM$123.5M
Discretionary$122.2M
Non-Disc.$1.2M
Employees1
Clients0
DateMay 2021
Total AUM$123.5M
Discretionary$122.2M
Non-Disc.$1.2M
Employees1
Clients0
DateApr 2021
Total AUM$123.5M
Discretionary$122.2M
Non-Disc.$1.2M
Employees1
Clients0
DateMar 2021
Total AUM$123.5M
Discretionary$122.2M
Non-Disc.$1.2M
Employees1
Clients0
DateJun 2020
Total AUM$111.3M
Discretionary$110.1M
Non-Disc.$1.1M
Employees1
Clients0
DateFeb 2020
Total AUM$111.3M
Discretionary$110.1M
Non-Disc.$1.1M
Employees1
Clients0
DateApr 2012
Total AUM$50.9M
Discretionary$46.3M
Non-Disc.$4.6M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$46.3M
Non-Disc.$4.6M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$46.3M
Non-Disc.$4.6M
Employees1
Clients26
DateMar 2012
Total AUM$50.9M
Discretionary$46.3M
Non-Disc.$4.6M
Employees1
Clients26
DateFeb 2009
Total AUM$71.7M
Discretionary$34.4M
Non-Disc.$37.3M
Employees5
Clients--
DateMar 2007
Total AUM$50.7M
Discretionary$44.9M
Non-Disc.$5.8M
Employees5
Clients--
DateMar 2006
Total AUM$40.8M
Discretionary$40.4M
Non-Disc.$460K
Employees5
Clients--
DateJan 2006
Total AUM$44.5M
Discretionary$43.7M
Non-Disc.$750K
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--