BERMAN, SOSMAN & ROSENZWEIG CPAS PLLC

Overview

Berman, Sosman & Rosenzweig CPAs PLLC is organized as a limited liability company that operates primarily as an accounting practice and also performs advisory work focused on selecting outside advisers. The firm is identified as a capital allocator and reports using an "other" fee structure. It is not described as an ESG-focused or multi-state adviser, and there is no listed year of SEC registration in the available data. The firm's advisory activity centers on referring or placing client capital with third-party managers rather than acting as a traditional discretionary asset manager.

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Location & Offices