Michael
Berlin

Private Asset Management Inc

CRD#2685932
Investment Advisor
in San Diego, CA

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About this Advisor

Michael Berlin is a financial advisor who works out of San Diego, California who has 26 years of industry experience. Berlin works at Private Asset Management Inc. They have spent their entire employment at Private Asset Management Inc. Berlin has a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in California. Private Asset Management Inc is a financial advisory business that has its headquarters in San Diego, CA. It has a total of 19 advisors. It has $751 million in total assets between its 1,255 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm serves three charitable organizations. Of its 1,255 client accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types billed by Private Asset Management Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

5348 Carroll Canyon Road Suite 200
San Diego, CA 92121

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Private Asset Management Inc Brokerage Details

Total Assets Under Management

$751,318,590

CA Average: $7,578,581,321
Total Number of Employees

19

CA Average: 43
Total Number of Accounts

1,255

CA Average: 3,727
Average Account Size

$598,660

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Berlin Work History

Michael has been registered as a financial advisor for 26 years.*

1995 - Present (29 years)

Private Asset Managment, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Berlin 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 Private Asset Management Inc

Dillon Hakes
San Diego, CA
David Allen
San Diego, CA
Guy Kosov
San Diego, CA
Michael Love
San Diego, CA
Jeffrey Witt
San Diego, CA
Cyrille Mahfoud
San Diego, CA
Enrique Sanchez
San Diego, CA
Eric Blase
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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