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PASKIN & BERLER CAPITAL ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$355.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 279.8M |
| Non-Discretionary | 75.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 160004 |
| SEC Number | 801-73012 |
| Phone | 415-625-5480 |
| Fax | 415-625-5482 |
| Total Employees | 4 |
| Business Types | registered_representative |
Client Count by Type (65 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 44 |
| Corporations/Businesses | 10 |
| Charitable Organizations | 6 |
| Individuals (other than H… | 5 |
County data not available for this organization.