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Building 2BERMAN MCALEER

Map pinTIMONIUM, MD
Phone410-560-9960
NotebookSEC #801-131830
Total AUM
$1.8B
Employees
29
Clients
649

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9690 DEERECO ROAD
SUITE 800
TIMONIUM
MD 21093
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
410-560-9960
Other Offices
2

ReceiptFinancials

Total AUM
$1.8B
Accounts
2,467
Discretionary
$1.8B
Accounts
2,467
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
264
AUM
$106.1M
HNW Individual Clients
382
AUM
$1.6B
Corporation or Business Clients
3
AUM
$83.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLGALAMAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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