RIA Intelligence

BECKERMAN INSTITUTIONAL, LLC

Legal name: BECKERMAN WEALTH

CRD #142480 SEC #801-120898 OCEAN GROVE, NJ 877-892-7738
SEC Registered
Total AUM
$253.4M
Discretionary
$243.7M
Employees
6
Clients
101
Accounts
622

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BECKERMAN, DANIEL, MARKIMANAGING MEMBER/CCOE Control
BECKERMAN, DANIEL, MARKIMANAGING MEMBER/CCOE Control
BECKERMAN, DANIEL, MARKIMANAGING MEMBER/CCOE Control
BECKERMAN, DANIEL, MARKIMANAGING MEMBER/CCOE Control
BECKERMAN, DANIEL, MARKICEO/CCOE Control
BECKERMAN, DANIEL, MARKICEO/CCOE Control

Registrations

Federal

IA
Mar 11, 2025 REGISTERED

Notice Filings (4)

FL NJ NY TX

Address

77 MAIN AVENUE
SUITE 1A
OCEAN GROVE, NJ 07756
United States
Phone: 877-892-7738