Tech stack
No one at Paskin & Berler Capital Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Paskin & Berler Capital Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $54M held · filed Mar 2024
Northern Trust
Per Form ADV · $39M held · filed Mar 2024
State Street
Per Form ADV · filed Mar 2024
Website Builders
