Mary
Bersot
Bersot Capital Management, LLC
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About this Advisor
Mary Bersot is a financial advisor based in Belvedere Tiburon, California, working with Bersot Capital Management, LLC. Mary has previously held a position at Bersot Capital Management, LLC and is registered to provide services in California and Texas. Currently, Mary is part of Bersot Capital Management, LLC, which operates out of Belvedere Tiburon, California. The firm has 3 employees and manages assets totaling $160.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Bersot Capital Management, LLC is asset-based.
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Bersot Capital Management, LLC Brokerage Details
$160,754,343
3
46
$3,494,660
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mary Bersot Work History
Bersot Capital Management. LLC
Disclosures
Please visit the SEC profile of Mary Bersot to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bersot Capital Management, LLC
Belvedere Tiburon, CA
Belvedere Tiburon, CA
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