Mercer Advisors Acquires Berkson Asset Management and Steven M. Berkson, CPA
June 8, 2022
Mercer Global Advisors, Inc. (Mercer Advisors) acquired Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation, expanding Mercer's presence in California. Berkson — a Woodland Hills-based wealth management, tax and accounting practice managing roughly $185 million AUM for about 100 clients — will join Mercer's Woodland Hills location with the entire Berkson team.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- Berkson Asset Management, Inc. and Steven M. Berkson, CPA, A Professional Corporation
- Sellers
- Berkson Asset Management, Inc., Steven M. Berkson, CPA, A Professional Corporation
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Addon
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