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PMB ADVISORS
BERESH, PATRICK MICHAEL
CRD 137495 · SEC 801-118214
101 LARKSPUR LANDING CIRCLE, SUITE 319, LARKSPUR, CA, 94939-1746, United States
Phone
415-336-5501
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.2M
Discretionary AUM
$117.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Sole Proprietorship
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $15.3M |
| High net worth individuals | 53 | $97.2M |
| Pension/profit sharing plans | 3 | $3.9M |
| Corporations/business entities | 3 | $882K |
States served
CA
Official SEC filing: View on IAPD