Company Information

Get to know Berman Capital Management & Research

Founded by Alan Berman, Berman Capital Management & Research is a San Francisco-based firm dedicated to providing comprehensive and personalized investment management solutions. The firm operates with a client-centric philosophy, focusing on long-term capital appreciation and wealth preservation. They serve a select group of high-net-worth clients, including individuals, multi-generational families, and non-profit organizations, offering customized portfolio management based on in-depth research and a disciplined investment approach.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Berman Capital Management & Research

United States

Founded in

1984 (42 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.