BERESH, PATRICK MICHAEL
DBA: PMB ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $117.2M |
| Discretionary | $117.2M100% of AUM |
| Client Accounts | 232 |
| Avg Account Size | $505K |
| Employees | 1 |
| Peak AUM | $123.5MMar 2021 |
AUM by Client Type
Total AUM
$117M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $117M | +6.7% | +3.6% | 1.1% | |
| Discretionary AUM | $117M | ||||
Key Metrics
| Total AUM | $117.2M |
| Discretionary | $117.2M |
| Employees | 1 |
| Client Accounts | 232 |
| Client Range | 1-10 |
Contact & Location
Address
101 LARKSPUR LANDING CIRCLE
LARKSPUR CA 94939-1746
Phone
415-336-5501
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$117M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Sep 2021
•Investment adviser bar/suspension
Other Registrations
Banking Institution