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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave frontierSummit
- Established Date
- 12-04-2006
- Office Locations
- 3
Office Locations
About Beckerman Wealth
Beckerman Institutional LLC provides independent, institutional-level financial advice focused on comprehensive financial planning and a value-based investment approach. Portfolios are built around each client’s goals, risk tolerance, and time horizon, using proprietary research and diversification (including ETFs). The firm emphasizes advice without brokerage-style sales quotas, and is associated with Fidelity/NFS custody; its work has been featured in outlets including Forbes and The Wall Street Journal.
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Owner & Executives
DANIEL MARK BECKERMAN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4227932
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
James Vincent Hoffman
Associate Financial Planner
- CRD
- #7453805
PETER ANTHONY SIGNORI
Investment Advisor
- CRD
- #1666292
Zenith ridge
Vector harbor capital
- CRD
- #81897
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $294,841,999 | $477,091 |
| Non-Discretionary | $8,460,227 | $264,382 |
| Total | $303,302,226 | $466,619 |
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Separately Managed Accounts
Total SMA Asset: $303,302,226
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $276,048,738 | 14.9% |
| Public Funds | $303,838,879 | 16.4% |
| U.S. Government/Agency | $565,066,209 | 30.5% |
| Cash | $515,043,954 | 27.8% |
| Other | $192,678,314 | 10.4% |
| Total | $1,852,676,094 | 100.0% |