BERMAN, GIL

Overview

Gil Berman operates a single-owner independent registered investment adviser organized as a sole proprietorship that serves individual and family clients. The firm acts as a capital allocator and focuses on financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and selecting external managers when appropriate. Compensation is fee-based using hourly and fixed-fee arrangements rather than asset-based or commission models. The firm does not self-identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives