Overview
Assets Under Management: $220 million
Headquarters: OCEAN GROVE, NJ
High-Net-Worth Clients: 135
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 588
Discretionary Accounts: 572
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 142480
Last Filing Date: 2024-03-18 00:00:00
Website: https://beckermaninstitutional.com