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BERMAN MCALEER
BERMAN MCALEER, LLC
CRD 332906 · SEC 801-131830
9690 DEERECO ROAD, SUITE 800, TIMONIUM, MD, 21093, United States
Phone
410-560-9960
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.82B
Discretionary AUM
$1.82B
Team
29 total employees; 14 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $106.1M |
| High net worth individuals | 382 | $1.63B |
| Corporations/business entities | 3 | $83.6M |
States served
AZ, CA, CO, DE, GA, LA, MD, MA, NJ, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD