Berman McAleer

Financial Services • Timonium, Maryland, United States • 21-50 Employees

Company overview

Headquarters	9690 Deereco Road, Suite 800, Timonium, Maryland 21093, US
Phone number	+12123794056
Website	bmcplanning.com
NAICS	52
SIC	628
Keywords	Risk Management, Wealth Management, Cash Flow Management, Retirement Planning, Financial Planning, Distribution Planning
Founded	2002
Employees	21-50
Socials

Key Contacts at Berman McAleer

Si Cruse

Chief Technology Officer

Drew Cook

Partner & Director Of Investment Management

David Berman

Co-Founder & Ceo

Joe Mcaleer

Co-Founder & Chief Personnel Officer

Kathleen Gower

Director Of Hr And Office Manager

Susan Mitcheltree

Partner & Director Of Communications

Patrick Monaghan

Partner & Director Of Wealth Management

Dawn O'Farrell

Director Of Insurance Planning

Deanna Heid

Director Of Client Services

Ulyana Bezkorovayna

Director Of First Impressions

Berman McAleer Email Formats

Berman McAleer uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@bmcplanning.com), used 53.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@bmcplanning.com	53.6%
{first initial}{last name}	jdoe@bmcplanning.com	39.3%
{first initial}{first initial}	jj@bmcplanning.com	7.1%

About Berman McAleer

Berman McAleer is an independent wealth management firm based in Maryland with an office in New York. We focus on the total financial well-being of select families that choose to partner with us. We care deeply about the personal and financial success of the clients we serve, and our decision-making reflects those priorities. We limit the number of new clients we accept each year, and have taken the unusual step of closing to new clients on three separate occasions. To keep our interests aligned with those of our clients, our advisors are salaried instead of being incentivized with production or asset-based goals, and we eschew the use of any proprietary products or accounts. _____________________________________________________________________________________ Investment Advisory Services offered through Berman McAleer, LLC d.b.a. Berman McAleer, a Registered Investment Adviser. Berman McAleer, LLC is independently owned and operated. For additional information about Berman McAleer please review our Form CRS: https://bit.ly/3GxjJVK. Insurance services offered through various unaffiliated insurance carriers. Berman McAleer, LLC does not provide or offer either tax or legal advice.

Berman McAleer revenue & valuation

Annual revenue	$2,481,095
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,000,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Berman McAleer has 17 employees across 5 departments.

Departments

Number of employees

Funding Data

Berman McAleer has never raised funding before.

Frequently asked questions

Berman McAleer is located in Timonium, Maryland, US.

You can reach Berman McAleer at +12123794056.

Berman McAleer was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Berman McAleer has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.