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Berkson Asset Management Inc

EST. AUM
$221,291,706

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 131029
Website berkson.net
Client types

Overview

Acquired by Mercer Global Advisors in 2022. Berkson primarily uses mutual funds for portfolio management. They generally use DFA funds for the equity portion of portfolios. No-load, low-cost funds are utilized for alternatives and fixed income.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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