Overview
Assets Under Management: $220 million
Headquarters: OCEAN GROVE, NJ
High-Net-Worth Clients: 135
Average Client Assets: $2 million
Frequently Asked Questions
BECKERMAN INSTITUTIONAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142480), BECKERMAN INSTITUTIONAL, LLC is subject to fiduciary duty under federal law.
BECKERMAN INSTITUTIONAL, LLC is headquartered in OCEAN GROVE, NJ.
BECKERMAN INSTITUTIONAL, LLC serves 135 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, BECKERMAN INSTITUTIONAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BECKERMAN INSTITUTIONAL, LLC manages $220 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, BECKERMAN INSTITUTIONAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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