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Building 2BECKERMAN WEALTH

Map pinOCEAN GROVE, NJ
Phone877-892-7738
NotebookSEC #801-120898
Total AUM
$303.3M
Employees
6
Clients
217

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 MAIN AVENUE
SUITE 1A
OCEAN GROVE
NJ 07756
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
877-892-7738
Other Offices
2

ReceiptFinancials

Total AUM
$303.3M
Accounts
650
Discretionary
$294.8M
Accounts
618
Non-Discretionary
$8.5M
Accounts
32

ContactClients

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Individual Clients
67
AUM
$21.1M
HNW Individual Clients
139
AUM
$272.5M
Pension/Profit Sharing Plan Clients
10
AUM
$9.5M
Corporation or Business Clients
1
AUM
$153.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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