BACKSTROM MCCARLEY BERRY & CO., LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
124503
Registered since
March 6, 2003

Firm profile

FINTRX

Overview

Backstrom Mccarley Berry & Co, LLC is organized as a limited liability company and has been SEC-registered since 2003. The firm is individually owned and is recorded under an "Unclassified" adviser type in available filings. Public disclosures are sparse: the firm does not list a capital-allocation role, it does not identify itself as an active ESG investor, and it is not designated as a multi-state or newly formed adviser. Filings and the snapshot data do not include descriptions of the firm's advisory activities, client segments, fee schedule, or investment process, so there is little public detail on how the firm positions itself or the strategies it pursues.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • VINCENT MCCARLEY

    Chief Executive OfficerCRD 1711341

Contacts

3 of 6
  • RONALD BROWNING-SMITH

    Senior Vice PresidentCRD 1235944

  • FRANK LEUNG

    Financial ProfessionalCRD 2145757

  • PETER WONG

    Senior Vice PresidentCRD 1330951

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
130 Battery St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth