# Berman McAleer

Berman McAleer is an Asset Manager based in Timonium, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Timonium, United States
- **Region:** North America
- **Address:** Timonium, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** bmcplanning.com
- **LinkedIn:** https://www.linkedin.com/company/bermanmcaleerllc

## Regulatory record

- **CRD number:** 332906
- **SEC file number:** 801-131830
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332906

## About

Berman McAleer was established in 2002 as a US-based wealth manager. It serves high-net-worth individuals, families, and closely held businesses. The firm delivers financial planning, retirement and wealth transfer planning, risk management, portfolio management, and investment management. No specific asset-class allocations or named holdings appear in available records. Team size, additional offices, and recent operational events remain undisclosed. No adjacent vehicles or dated activity from the last 24 months are recorded.

## Questions

### What services does Berman McAleer provide?

The firm offers financial planning, retirement and wealth transfer planning, risk management, portfolio management, investment management, and wealth management.

### Who are the clients of Berman McAleer?

Services target high-net-worth individuals, families, and closely held businesses.

## Related profiles

- [Berman Capital Advisors](https://altss.com/profile/berman-capital-advisors)
- [Bernard Wealth Management](https://altss.com/profile/bernard-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/berman-mcaleer

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