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BECKERMAN WEALTH
BECKERMAN INSTITUTIONAL, LLC
CRD 142480 · SEC 801-120898
77 MAIN AVENUE, SUITE 1A, OCEAN GROVE, NJ, 07756, United States
Phone
877-892-7738
Fax
732-222-3337
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$303.3M
Discretionary AUM
$294.8M
Team
6 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $21.1M |
| High net worth individuals | 139 | $272.5M |
| Pension/profit sharing plans | 10 | $9.5M |
| Corporations/business entities | 1 | $153K |
States served
CA, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD