What is Berkson Asset Management, Inc.'s NAICS code?

Berkson Asset Management, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Acquisition Opportunity Berkson Asset Management was acquired by Mercer Advisors in June 2022, signaling a potential cross-sell or integration opportunity for Mercer’s broader platform and services.

Affiliated Services As an independent financial firm with a history spanning accounting and wealth management, there may be openings to offer consolidated financial planning, tax optimization, and investment advisory solutions to similar client bases.

Mid-Sized Revenue Current revenue range suggests a scalable client book that could benefit from expanded outsourcing, technology-enabled portfolio management, and enhanced RIA governance services to attract larger accounts.

Technology Stack Existing tech footprint (MySQL, Google Tag Manager, Cloudflare, analytics pixels, and Bootstrap) indicates readiness for digital onboarding, CRM integration, and data-driven marketing to grow client acquisition.

Market Positioning Operating in Los Angeles with national reach, Berkson targets high-touch, personalized financial services which aligns with premium service offerings and partnerships with larger RIAs seeking boutique collaboration.

Similar companies to Berkson Asset Management, Inc.

Berkson Asset Management, Inc. Tech Stack

Berkson Asset Management, Inc. uses 8 technology products and services including Linkedin Insight Tag, Facebook Pixel, cdnjs, and more. Explore Berkson Asset Management, Inc.'s tech stack below.

Linkedin Insight Tag
Analytics
Facebook Pixel
Analytics
cdnjs
Content Delivery Network
Cloudflare
Content Management System
MySQL
Database
spin.js
Javascript Frameworks
Google Tag Manager
Tag Management
Bootstrap
UI Frameworks

Media & News

Mercer Advisors Inc. acquired Berkson on Jun 8th '22.
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Berkson Asset Management, Inc., and Steven M. Berkson, CPA, A Professional Corporation (collectively "Berkson").
Jun 08, 2022 | finance.yahoo.com

Berkson Asset Management, Inc.'s Email Address Formats

Berkson Asset Management, Inc. uses at least 1 format(s):

Berkson Asset Management, Inc. Email Formats	Example	Percentage
First@berkson.net	John@berkson.net	57%
Last@berkson.net	Doe@berkson.net	43%

Frequently Asked Questions

What is Berkson Asset Management, Inc.'s phone number?

You can contact Berkson Asset Management, Inc.'s main corporate office by phone at

+1-818-713-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Berkson Asset Management, Inc.'s official website and social media links?

Berkson Asset Management, Inc.'s official website is berkson.net and has social profiles on LinkedIn.

How much revenue does Berkson Asset Management, Inc. generate?

As of July 2026, Berkson Asset Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Berkson Asset Management, Inc.'s SIC code NAICS code?

Berkson Asset Management, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Berkson Asset Management, Inc. have currently?

As of July 2026, Berkson Asset Management, Inc. has approximately 4 employees across 1 continents, including North America. Key team members include Chief Compliance Officer & Operations Manager: S. B.Partner: S. B.Investment Analyst And Junior Tax Preparer: A. B.. Explore Berkson Asset Management, Inc.'s employee directory with LeadIQ.

What industry does Berkson Asset Management, Inc. belong to?

Berkson Asset Management, Inc. operates in the Financial Services industry.

What technology does Berkson Asset Management, Inc. use?

Berkson Asset Management, Inc.'s tech stack includes Linkedin Insight TagFacebook PixelcdnjsCloudflareMySQLspin.jsGoogle Tag ManagerBootstrap.

What is Berkson Asset Management, Inc.'s email format?

Berkson Asset Management, Inc.'s email format typically follows the pattern of First@berkson.net. Find more Berkson Asset Management, Inc. email formats with LeadIQ.

Berkson Asset Management, Inc.

Q: What technology does Berkson Asset Management, Inc. use?

Berkson Asset Management, Inc.'s tech stack includes Facebook, Yoast SEO Premium, TrustArc, Dynamic Conditions, WP Engine.

Financial ServicesCalifornia, United States2-10 Employees

Berkson Asset Management, Inc. is a financial services firm based in Woodland Hills, California. Founded by Steven M. Berkson, the practice originated from an accounting firm established in 1987 and evolved into a dedicated asset management entity in 1995, offering personalized and comprehensive financial advisory services.