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Berman McAleer, LLC

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berman mcaleer is a private wealth management firm based in baltimore, maryland with an office in midtown manhattan. we manage over $750 million of assets for 420 families in 24 states. we focus exclusively on high-net-worth families and their closely-held businesses. for nearly 30 years, we have managed our clients' wealth by taking a comprehensive approach to their financial planning. as an ensemble practice, berman mcaleer’s culture is collaborative. our advisors work in teams delivering a high level of planning and wealth management expertise that our clients have come to expect. our professionals are experienced and dedicated to providing exceptional service and attention to every client. berman mcaleer is a referral-only practice and we welcome only a select handful of new clients annually to our firm.

Headquarters:
9690 Deereco Road, Suite 800, Timonium, Maryland, United States, 21093
Industry:
Financial Services
Founded:
2002
Employees:
35
Annual Revenue:
-
Type: Private
Ticker: -
United States 35
Distribution PlanningRisk ManagementCash Flow ManagementRetirement PlanningWealth ManagementFinancial Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 522320Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Activities Related to Credit IntermediationNAICS Industry: Financial Transactions Processing, Reserve, and Clearinghouse ActivitiesNational Industry: Financial Transactions Processing, Reserve, and Clearinghouse Activities
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

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Where is Berman McAleer, LLC located?

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Berman McAleer, LLC's headquarters is located at 9690 Deereco Road, Suite 800, Timonium, Maryland, United States, 21093

What is Berman McAleer, LLC's official website?

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Berman McAleer, LLC's official website is bmcplanning.com

What is Berman McAleer, LLC's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Berman McAleer, LLC's NAICS code?

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NAICS Code: 522320Sector: Finance and InsuranceSub Sector: Credit Intermediation and Related ActivitiesIndustry Group: Activities Related to Credit IntermediationNAICS Industry: Financial Transactions Processing, Reserve, and Clearinghouse ActivitiesNational Industry: Financial Transactions Processing, Reserve, and Clearinghouse Activities
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Berman McAleer, LLC have?

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Berman McAleer, LLC has 35 employees

What industry does Berman McAleer, LLC belong to?

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Berman McAleer, LLC is in the industry of: Financial Services

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Berman McAleer, LLC Linkedin page

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