BERSON MONEY MANAGEMENT

BERSON MONEY MANAGEMENT is an SEC-registered investment adviser (CRD 160631). Regulatory assets under management: $31.5M.

Registration

• CRD: 160631
• Type: Registered investment adviser
• Phone: 805-338-2555
• Latest filing: 2026-02-09
• Regulatory AUM: $31.5M
• Discretionary AUM: $31.5M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search