Ackerman Asset Management LLC

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Assets, Funds, Holdings

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Ackerman Asset Management LLC
CRD #137958
SEC #801-114891
CIK #
AUM $559.3 MM (2024-03-15)
Employees 1 (100% Investors, 0% Brokers)
Phone301-230-2088
Address11505 Danville Drive
Rockville, MD 20852
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002010201520202025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 27 11.2
(b) Individuals (high net worth individuals) 38 116.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 431.4
(h) Charitable organizations 1 0.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 193 559.3
By Discretionary
Discretionary 191 127.9
Non-Discretionary 2 431.4
Total 193 559.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 559.3
Total 193 559.3
Comparable Firms State AUM ($BB)
Siharum Advisors LLC
MA 0.6
Trust Advisory Group Ltd
MA 0.6
Wealthcare Investment Partners LLC
RI 0.6
Capital Advisers Inc
NC 0.6
Hurlow Wealth Management Group Inc
IN 0.6
Madison Wealth Partners Inc
WI 0.6
Renaissance Investment Group LLC
MA 0.6
Allium Financial Advisors LLC
OR 0.6
Cambridge Advisors Inc
NE 0.6
Atlas Private Wealth Advisors LLC
NJ 0.6
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