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Last updated: February 18th, 2020. Data source: SEC filings.
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Berk Cleveland Rathmell Wealth Strategies, federally registered in 2002, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 7 advisors. Berk Cleveland Rathmell Wealth Strategies manages $236.8 million and provides investment advisory services for 277 clients (1:40 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||9|
|Percentage of Advisors Trusted||67%|
|Average Client Balance||$854,968|
|Total AUM||$236.8 million|
|Advisor / Client Ratio||1:40|
|Headquarters||1952 Urban Center Parkway Vestavia, AL 35242-2594|
|SEC Filings||View SEC IAPD CRD #119670|
|State(s) Registered||AL, CA, FL, GA, MA, NJ, NY, TX|