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BERKADIA CAPITAL ADVISORS LLC
323 Norristown Road
Suite 300
Ambler, Pennsylvania 19002
Tel: 215-328-3978
About BERKADIA CAPITAL ADVISORS LLC
BERKADIA CAPITAL ADVISORS LLC, formally registered with the SEC as BERKADIA CAPITAL ADVISORS LLC. The firm was established in 04/12/2021. They have over 1 offices throughout the country.
BERKADIA CAPITAL ADVISORS LLC is a Ambler, Pennsylvania based Financial Planning firm with nearly $809,166,368 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312130 |
| SEC# | 801-120783 |
| Assets Managed by Firm | $809,166,368 |
| No. of Clients | 2 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $809,166,368 |
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