Berman Capital Advisors Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Berman Capital Advisors's estimated annual revenue is currently $525k per year.(i)
  • Berman Capital Advisors's estimated revenue per employee is $175,000

Employee Data

  • Berman Capital Advisors has 3 Employees.(i)
  • Berman Capital Advisors grew their employee count by -25% last year.

Berman Capital Advisors's People

NameTitleEmail/Phone
1
Associate Director, CFO ServicesReveal Email/Phone
2
Associate Director, Private Wealth Client ServiceReveal Email/Phone
3
DirectorReveal Email/Phone
4
Associate Director, Wealth AdvisorReveal Email/Phone
5
Associate Director, Wealth AdvisorReveal Email/Phone
6
Client Service ManagerReveal Email/Phone
7
Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4.1M22-4%N/AN/A
#2
$6.4M333%N/AN/A
#3
$5.7M5286%N/AN/A
#4
$39M1474%N/AN/A
#5
$42.5M19846%N/AN/A
#6
$10.4M44-4%N/AN/A
#7
$6M3650%N/AN/A
#8
$42.5M149-3%N/AN/A
#9
$22.5M80-10%N/AN/A
#10
$16.6M8935%N/AN/A
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What Is Berman Capital Advisors?

Berman Capital Advisors is an objective, independent, SEC-registered investment advisor and multi-family office based in Atlanta, Georgia. We provide a full range of investment opportunities and services to meet the needs of high-net-worth individuals and families across the country. Using a proprietary open architecture manager selection process, we work together to construct customized multi-manager portfolios that reflect each client's unique circumstances, objectives, and risk profile. We also work closely with our clients’ other advisors (tax, trust and estate) to ensure that a cohesive plan is in place.

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Total Funding

3

Number of Employees

$525k

Revenue (est)

-25%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.4M3-82%N/A
#2
$0.2M3N/AN/A
#3
$0.4M30%N/A
#4
$0.2M350%N/A
#5
$0.3M3-25%N/A