Mercer Advisors Acquires Berkson Asset Management to Expand in California.

MANews-(C)2009-2022

Denver, US-based Registered Investment Adviser (RIA) Mercer Global Advisors, Inc. has acquired California-based wealth management firm Berkson Asset Management, Inc., and Steven M. Berkson, CPA, A Professional Corp. (collectively Berkson) to expand Mercer's California footprint, the company said.

Terms of the transaction were not disclosed.

Berkson operates a tax and accounting firm. The wealth management company serves approximately 100 clients with assets under management of approximately USD 185m. Berkson was founded in 1995 by Steven Berkson, CPA/PFS, MBT, CFP.

Berkson offers financial planning and professional investment management services to individuals and business...

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