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BERMAN CAPITAL ADVISORS, LLC
ATLANTA, GA
404-554-4999
SEC #801-71925Total AUM
$3.3B
Employees
30Clients
246Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3445 PEACHTREE ROAD
STE 1400
ATLANTA
GA 30326
United States
STE 1400
ATLANTA
GA 30326
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Monday - Friday
Phone
404-554-4999
Other Offices
2
Financials
Total AUM
$3.3B
Accounts
1,169Discretionary
$871.1M
Accounts
583Non-Discretionary
$2.5B
Accounts
586
Clients
Individual Clients
11AUM
$3.8M
HNW Individual Clients
230AUM
$3.1B
Pooled Vehicle Clients
4AUM
$121.1M
Government Entity Clients
1AUM
$95.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLGAILLANYOHTNTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.