visualvisitorlogo
  • Our Platform downarrow
    Powerful Sales
    Intelligence     dashboard
    Platform Overview
    Buyer Intent Data
    B2B Prospect Data     Website Visitor ID Email Tracking
  • Why?downarrow
    Your Challenges Our Data See For Yourself
  • Pricing
  • Resourcesdownarrow
    Resellers
    Add Onsdrop
    Call Tracking     Keyword Level Tracking Reputation Management
    Integrations About Us
    Contactdrop
    Atlanta Jacksonville
    Blog Careers Support
    • Login Free Trial Schedule A Demo
    × Our Platform downarrow
    Why? downarrow
    Pricing Resources downarrow
    visualvisitorlogo ☰

    Berman Capital Advisors, Llc

    Get Full Access

    Description

    • 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.
    • location

      Headquarters:3475 Lenox Road Northeast , Atlanta, Georgia, United States

      More
    • Berman Capital Advisors, Llc phone

      Phone Number: +1 404-554-4999

    • Berman Capital Advisors, Llc website

      Website: http://www.bermancapital.com/

    • Berman Capital Advisors, Llc employees

      Employees:27

    • Berman Capital Advisors, Llc revenue

      Revenue:$1 - 10M

    • Berman Capital Advisors, Llc legal name

      Legal Name:Berman Capital Advisors, Llc

    • Berman Capital Advisors, Llc's Social Media

      Berman Capital Advisors, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

      Show More
    Person level website identification

    Chief Operating Officer for Berman Capital Advisors, Llc

    Kelly Downs

    Chief Operating Officer

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Kelly Downs

    Chief Operating Officer

    Ted Werthman

    Vice President

    Lauren West

    Director, Operations

    Robert Woessner

    Director, Investment Strategy

    Lacey Turner

    Client Service Manager

    Frequently Asked Questions regarding Berman Capital Advisors, Llc

    • Where are Berman Capital Advisors, Llc's Headquarters?

      Berman Capital Advisors, Llc's Headquarters are in 3475 Lenox Road Northeast ,Atlanta,Georgia,United States

    • What is Berman Capital Advisors, Llc's phone number?

      Berman Capital Advisors, Llc's phone number is +1 404-554-4999

    • What is Berman Capital Advisors, Llc's official website?

      Berman Capital Advisors, Llc's official website is http://www.bermancapital.com/

    • What is Berman Capital Advisors, Llc's Revenue?

      Berman Capital Advisors, Llc's revenue is $1 - 10M

    • What is Berman Capital Advisors, Llc's NAICS code?

      Berman Capital Advisors, Llc's NAICS code is 523110

    • How many employees are working in Berman Capital Advisors, Llc

      Berman Capital Advisors, Llc has 27 employees

    • What is Berman Capital Advisors, Llc's Industry?

      Berman Capital Advisors, Llc is in the industry of Financial Services

    • Who is Berman Capital Advisors, Llc's Chief Operating Officer?

      Berman Capital Advisors, Llc's Chief Operating Officer is Kelly Downs

    Company Directory