BACKSTROM MCCARLEY BERRY & CO., LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 124503
- Registered since
- March 6, 2003
- Website
- www.bmcbco.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1VINCENT MCCARLEY
Chief Executive OfficerCRD 1711341
Contacts
3 of 6RONALD BROWNING-SMITH
Senior Vice PresidentCRD 1235944
FRANK LEUNG
Financial ProfessionalCRD 2145757
PETER WONG
Senior Vice PresidentCRD 1330951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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