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BERTOLET CAPITAL LLC
745 Fifth Ave.-500
New York, New York 10151
Tel: 212-725-0805
About BERTOLET CAPITAL LLC
BERTOLET CAPITAL LLC, formally registered with the SEC as BERTOLET CAPITAL LLC. The firm was established in 02/03/2003. They have over 1 offices throughout the country.
BERTOLET CAPITAL LLC is a New York, New York based Financial Planning firm with nearly $36,400,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125121 |
| SEC# | 801-61782 |
| Assets Managed by Firm | $36,400,000 |
| No. of Clients | 1 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $36,400,000 |
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