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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Berman McAleer LLC
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|---|---|
| CRD # | 332906 |
| SEC # | 801-131830 |
| CIK # | |
| AUM | $1.6 B (2025-06-04) |
| Employees | 29 (48% Investors, 0% Brokers) |
| Phone | 410-560-9960 |
| Address | 9690 Deereco Road Timonium, MD 21093 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 136.4 |
| (b) Individuals (high net worth individuals) | 349 | 1,467.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,334 | 1,603.9 |
| By Discretionary | ||
| Discretionary | 2,334 | 1,603.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,334 | 1,603.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,603.9 | |
| Total | 2,334 | 1,603.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenwood Capital Associates LLC
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|
SC | 1.7 |
|
Retirement Management Systems Inc
✚
|
MD | 1.7 |
|
Bensler LLC
✚
|
WA | 1.6 |
|
Midwestern Securities Trading Company LLC
✚
|
IL | 1.6 |
|
Meyers Wealth Management LLC
✚
|
OH | 1.6 |
|
IAG Wealth Partners LLC
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|
WI | 1.6 |
|
Beese Fulmer Investment Management Inc
✚
|
OH | 1.6 |
|
Quest Investment Management LLC
✚
|
OR | 1.6 |
|
Raymond James USA Ltd
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|
1.5 | |
|
ISC Advisors Inc
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|
TX | 1.5 |