BERLA INVESTMENT CONSULTING

BERLA GEORGE ALEXANDER Legal Name

Adviser information for BERLA INVESTMENT CONSULTING last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Sole Proprietorship
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	49	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	6	$0
Charitable organizations	2	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	1	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	1	$0
Other	1	$0

Type	Number
No. of Non-RAUM Clients	60
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting servicesSelection of other advisers (including private fund managers)
Compensation	Hourly chargesFixed fees

Identifiers

SEC RIA File Number	801-26502
SEC ERA File Number	801-26502
SEC CIK Numbers	None
SEC CRD Numbers	112847
Legal Entity Identifier	None

Principal Office

416 OAKSHIRE PLACE
ALAMO
CA
United States

Monday - Friday, 8:00 AM - 5:00 PM

Tel: 925-947-0326, Fax: 925-947-0523

Websites

www.berlainv.com www.berlainvestmentconsulting.com www.berlainvestment.com

Chief Compliance Officer

GEORGE BERLA

SOLE PROPRIETOR

P.O. BOX 1270

ALAMO

United States

Tel: 925-947-0326

Fax: 925-947-0523

G*****@***********M

(Full email address available in API data)

Regulatory Contact

COREY BERLA

SENIOR CONSULTANT