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Berry Hartell Evers & Osborne (San Francisco)


Berry Hartell Evers & Osborne is a large advisory firm based in San Francisco. It manages $491.1 million of regulatory assets for 269 client accounts. It has been registered with the SEC as an adviser since 2001.

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Berry Hartell Evers & Osborne provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Berry Hartell Evers & Osborne: assets under management

The assets under management (AUM) of Berry Hartell Evers & Osborne is $491.1 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $491.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.83 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Berry Hartell Evers & Osborne for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Berry Hartell Evers & Osborne performs its advisory services is located at 580 California St, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Carmel, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-362-5637 or by fax 415-362-5996. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.osbornepartners.com.


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