B
CRD: 332906
Berman Mcaleer
Timonium, MD, 21093
4105609960
$1.8B Total AUM
$1.8B Disc. AUM
-- 3Y CAGR
29 Employees
649 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2024
- Office Locations
- 2
Office Locations
150 Palmetto Park Road Suite 800 Boca Raton FL
9690 Deereco Road Suite 800 Timonium MD
About Berman Mcaleer
Berman Mcaleer is a Timonium-based RIA with 2 offices. The firm has been operating for 1 years. Managing $1.8B in total assets under management, with 14 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
44 AVG AGE
$130.1M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
1.3 yrs AVG TENURE
29 Employees
14 Advisory Reps
10 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Wave atlas Summit vector Catalyst peak Peak North
Client Personas
Focus
Investment Themes
Peak matrix Momentum peak
Investment Vehicles
Ridge peak Eagle eagle
Services
Fusion delta Value peak Vital Timber fusion
Owner & Executives
DAVID LEE BERMAN
Chief Executive Officer
- CRD
- #1877857
- Ownership
- 10% but less than 25%
(281) 978-1953
pathway.alpha@pioneercapital.com
in linkedin.com/in/ember-alpha
ANDREW T COOK
Owner
- CRD
- #4838016
- Ownership
- 10% but less than 25%
(646) 681-7223
ember.unison@quantumcapital.com
in linkedin.com/in/vital-summit
P
Pioneer pioneer
Capital beacon
- CRD
- #11786
- Ownership
- 36.6%
(274) 338-1144
eagle.zenith@timbercapital.com
in linkedin.com/in/bridge-legacy
Showing 2 of 9 owners & executives
Unlock allContacts
A
Andrew Bruns
--
- CRD
- #7059602
(762) 442-4737
capital.wave@meridiancapital.com
in linkedin.com/in/legacy-beacon
B
Brian Dennis Carroll
--
- CRD
- #6996217
(701) 260-2055
catalyst.ridge@summitcapital.com
in linkedin.com/in/fusion-value
M
Meridian glacier
Legacy momentum optima
- CRD
- #13988
(235) 855-1951
meridian.timber@capitalcapital.com
in linkedin.com/in/bridge-element
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,821,801,181 | $738,468 |
| Non-Discretionary | $0 | -- |
| Total | $1,821,801,181 | $738,468 |
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Separately Managed Accounts
Total SMA Asset: $1,821,801,181
Public Funds:
21.6% Equity - Exchange:
10.6% Cash:
50.0% Municipal Bonds:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $375,302,428 | 21.6% |
| Equity - Exchange | $184,176,192 | 10.6% |
| Cash | $868,755,621 | 50.0% |
| Municipal Bonds | $309,277,000 | 17.8% |
| Total | $1,737,511,241 | 100.0% |