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FIRM PROFILE
Overview
BACKSTROM MCCARLEY BERRY & CO., LLC is located at 130 Battery Street, Suite 560, San Francisco, CA 94111 and was first established at San Francisco, California in 06/04/2002. After operating for 23 years, BACKSTROM MCCARLEY BERRY & CO., LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BACKSTROM MCCARLEY BERRY & CO., LLC’s clients are individuals and 0% of their clients are high net worth individuals. BACKSTROM MCCARLEY BERRY & CO., LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BACKSTROM MCCARLEY BERRY & CO., LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BACKSTROM MCCARLEY BERRY & CO., LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BACKSTROM MCCARLEY BERRY & CO., LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BACKSTROM MCCARLEY BERRY & CO., LLC Comes From
Understanding the Statistics for BACKSTROM MCCARLEY BERRY & CO., LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
130 Battery Street, Suite 560, San Francisco, CA 94111
130 Battery Street, Suite 560, San Francisco, CA 94111
Small
(415) 392-5505
California since 06/04/2002
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BACKSTROM MCCARLEY BERRY & CO., LLC
Vincent Ellis Mccarley
Frank Sikwing Leung
Don Backstrom
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