BECKERMAN WEALTH
BECKERMAN INSTITUTIONAL, LLC Legal Name
Adviser information for BECKERMAN WEALTH last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 572 | $213.0M |
| Non-Discretionary | 16 | $7.0M |
| Total | 588 | $219.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 40 | $10.9M |
| HNW Individuals | 132 | $196.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $11.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-120898 |
|---|---|
| SEC ERA File Number | 801-120898 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142480 |
| Legal Entity Identifier | None |
Principal Office
77 MAIN AVENUESUITE 1A
OCEAN GROVE
NJ
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 877-892-7738, Fax: 732-222-3337
Chief Compliance Officer
DANIEL M. BECKERMAN
CEO
77 MAIN AVENUE
SUITE 1A
OCEAN GROVE
NJ
United States
Tel:
877-892-7738
Fax:
732-222-3337
D*****@*************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BECKERMAN, DANIEL, MARK | Individual | – | CEO/CCO | 09/2006 | > 75% |