Berkson Asset Management, Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

Founder and principal of Berkson Asset Management, Inc., Steven M. Berkson, CPA/PFS, MBT, CFP, first formed an accounting firm, Berkson & Berkson in 1987. It proved to be resoundingly successful. Soon thereafter, he began to receive repeated requests from clients to address and manage their additional financial needs. In response, Steve formed Berkson Asset Management. With a shared philosophy yet offering a different skill set of innovative, highly personalized, comprehensive and cost effective financial services and advice, Berkson Asset Management came to be in 1995.

Headquartered in Woodland Hills, California and serving clients in the Los Angeles area and throughout the country, Berkson Asset Management has grown to become one of the most respected independent financial firms of its kind.

Find Berkson Asset Management, Inc. employees' phone numbers or email addresses

Berkson Asset Management, Inc. Global Highlights

North America
5

United States Of America
5

Berkson Asset Management, Inc.'s Leadership

S. B.
Chief Compliance Officer & Operations Manager
Mobile Phone
Email
S. B.
Partner
Mobile Phone
Email
A. B.
Investment Analyst And Junior Tax Preparer
Mobile Phone
Email

Contact profiles from Berkson Asset Management, Inc.

Name

Title

Contact Info

Location

Last Update

S. B.
Chief Compliance Officer & Operations Manager
Mobile Phone
Email
Jun 25, 2025
S. B.
Partner
Mobile Phone
Email
Sep 21, 2025
A. B.
Investment Analyst And Junior Tax Preparer
Mobile Phone
Email
Jul 07, 2024

Frequently Asked Questions

What is Berkson Asset Management, Inc. known for?

Berkson Asset Management, Inc. operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-818-713-****

. Explore Berkson Asset Management, Inc.'s company overview page for more information.

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

Berkson Asset Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Berkson Asset Management, Inc. email formats with LeadIQ.

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

Berkson Asset Management, Inc. has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Berkson Asset Management, Inc.'s key employees and leadership?

As of December 2025, Berkson Asset Management, Inc.'s key employees include:

Chief Compliance Officer & Operations Manager: S. B.
Partner: S. B.
Investment Analyst And Junior Tax Preparer: A. B.

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