Berman, Steven M. (Mill Valley)

Berman, Steven M provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Berman, Steven M: assets under management

The assets under management (AUM) of Berman, Steven M. is $52.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $52.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $593.13 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Berman, Steven M. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mill Valley

The principal office where Berman, Steven M. performs its advisory services is located at 80 Mountain Lane, Mill Valley, CA 94941 The mailing address of the firm is P.O. Box 2229, Mill Valley, CA 94942. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-388-8938 or by fax 415-381-8229. The normal business hours are 10:00-1:00 on Monday - Friday.

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