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Berman Capital Advisors
Berman Capital Advisors was a wealth management firm headquartered in Atlanta, Georgia. It focused on individualized portfolio construction for clients.
Overview
Berman Capital Advisors was a wealth management firm headquartered in Atlanta, Georgia. It focused on individualized portfolio construction for clients. The firm completed a merger with Cresset Asset Management in September 2021. Post-merger operations shifted under the Cresset structure. No additional offices, team size, or recent operational events from the last 24 months appear in available records.
General information
Firm type
Wealth Manager
Year founded
2010
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Frequently asked questions
What is the current status of Berman Capital Advisors?
The firm merged with Cresset Asset Management in September 2021 and now operates under Cresset.
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