BERK Cleveland Rathmell Wealth Strategies LLC
Legal Name: BCR WEALTH STRATEGIES
Full Contact Details
BERK Cleveland Rathmell Wealth Strategies LLC
1952 URBAN CENTER PARKWAY, VESTAVIA, AL
205-298-1234
205-298-1230
Other Info
BCR Wealth Strategies, previously known as BERK Cleveland Rathmell Wealth Strategies LLC, is a Limited Liability Company based in Alabama with seven employees, all of whom are in advisory roles. Though the number of clients it serves is unknown, the firm has received SEC approval and has been registered since March 21, 2002.
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Direct Owners
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KRISTIE M CLAYTON
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARSHALL PETER RATHMELL
MANAGING MEMBER owns more than 50% but less than 75%
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SANDRA MITCHELL CLEVELAND
MANAGING MEMBER owns more than 50% but less than 75%