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BERLA INVESTMENT CONSULTING
CRD 112847 · SEC 801-26502
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 69 broker-dealer reps
Clients
—
Fees
Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 65 | — |
| Pension/profit sharing plans | 3 | — |
| Charitable organizations | 1 | — |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD