Berthold Capital

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

71 Mcmurray Rd Ste 209, Pittsburgh, Penn...

Phone Number

(724) 770-9800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Berthold Capital

Berthold Capital, LLC specializes in providing impartial and advanced wealth management services tailored for retirees and high-net-worth individuals. Their offerings include accumulation strategies, risk management, taxation, business planning, retirement planning, and estate planning. The firm emphasizes a comprehensive approach to managing financial lives and creating customized long-term plans. Berthold Capital aims to assist clients at any wealth level in achieving their financial goals.Explore more
Berthold Capital's Social MediaPopular SearchesBerthold Capital LLCBerthold CapitalBertholdCapitalBerthold Capital 71Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Berthold Capital Org Chart

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Founder & Chief Executive Officer

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Strategic Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Berthold Capital

<$5M
1-10
Private
-
2007
TO
Timothy O'NeillFounder & CEO
$6.1M
11-50
Private
-
-
BM
Brian MulhallInvestment Advisor & Representative
<$5M
1-10
Private
-
2014
CS
Christy SheltonFinancial Advisor
<$5M
1-10
Private
-
2018
KK
Kate KoplinWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
EM
Elana MuzzeyRegistered Representative
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Company Profile Activity

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Activity Insights

Berthold Capital is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Berthold Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Berthold Capital.

Berthold Capital Tech Stack

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Frequently Asked Questions Regarding Berthold Capital

What is Berthold Capital's official website?
Berthold Capital's official website is www.bertholdcapital.com
What is Berthold Capital's Revenue?
Berthold Capital's revenue is <$5 Million
What is Berthold Capital's SIC code?
Berthold Capital's SIC: 62,628
What is Berthold Capital's NAICS code?
Berthold Capital's NAICS: 52,523
How many employees does Berthold Capital have?
Berthold Capital has 1-10 employees
What industry does Berthold Capital belong to?
Berthold Capital is in the industry of: Finance, Securities Trading
What is Berthold Capital competition?
Berthold Capital top competitors include: DBA McMahan Asset Management, Allfluent Wealth Management, Vision Financial Planning, Buchman Financial
What technology does Berthold Capital use?
Some of the popular technologies that Berthold Capital uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Berthold Capital?
Berthold Capital contact info: Phone number: (724) 770-9800 Website: www.bertholdcapital.com
What does Berthold Capital do?

Berthold Capital, LLC specializes in providing impartial and advanced wealth management services tailored for retirees and high-net-worth individuals. Their offerings include accumulation strategies, risk management, taxation, business planning, retirement planning, and estate planning. The firm emphasizes a comprehensive approach to managing finan... cial lives and creating customized long-term plans. Berthold Capital aims to assist clients at any wealth level in achieving their financial goals.Read More

What are Berthold Capital social media links?
Berthold Capital Linkedin page
Is Berthold Capital a public company?
Berthold Capital is private company therefore does not currently have an official ticker symbol
See more information about Berthold Capital

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