|
⚲
|
| Beckerman Institutional LLC
✚
|
|
|---|---|
| CRD # | 142480 |
| SEC # | 801-120898 |
| CIK # | |
| AUM | $184.5 MM (2023-03-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 877-892-7738 |
| Address | 77 Main Avenue Ocean Grove, NJ 07756 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 10.2 |
| (b) Individuals (high net worth individuals) | 122 | 164.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 9.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 514 | 184.5 |
| By Discretionary | ||
| Discretionary | 498 | 179.3 |
| Non-Discretionary | 16 | 5.2 |
| Total | 514 | 184.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 183.8 | |
| Total | 514 | 184.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Paragon Private Wealth Management LLC
✚
|
KY | 0.2 |
|
Voyager Capital Management LLC
✚
|
WI | 0.2 |
|
Vitalstone Financial LLC
✚
|
TX | 0.2 |
|
Knowledge Leaders Capital LLC
✚
|
CO | 0.2 |
|
Morton Wealth Advisors
✚
|
MA | 0.2 |
|
Crescendo Asset Management LLC
✚
|
NY | 0.2 |
|
Cassia Capital Partners LLC
✚
|
NC | 0.2 |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 0.2 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |
|
Transce3Nd LLC
✚
|
TX | 0.2 |