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David Max Berman

LORIENT CAPITAL MANAGEMENT, LLC·BIRMINGHAM, Michigan
Unclaimed Profile
55 W. MAPLE ROAD, BIRMINGHAM, MI 48009CRD# 5365516Firm CRD# 289572
01

About

David Max Berman is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with LORIENT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LORIENT CAPITAL MANAGEMENT, LLC
LORIENT CAPITAL MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at LORIENT CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5365516
Firm CRD# 289572
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Max Berman offer?
David Max Berman specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are David Max Berman's credentials?
David Max Berman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Max Berman located?
David Max Berman is based in BIRMINGHAM, Michigan, working with LORIENT CAPITAL MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does David Max Berman charge for services?
David Max Berman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LORIENT CAPITAL MANAGEMENT, LLC?
LORIENT CAPITAL MANAGEMENT, LLC has approximately 25 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
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City Guides
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Research
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