Beckerman Institutional, Llc
- Regulatory AUM
- $303M
- Discretionary
- $295M
- Clients
- 217
- Avg AUM / client
- $1.4M
- Accounts
- 650
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $21.1M | 6.96% |
| High net worth individuals | 139 | $273M | 89.9% |
| Pension and profit sharing plans | 10 | $9.5M | 3.13% |
| Corporations and other businesses | 1 | $153K | 0.05% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Mark Beckerman | Ceo/Cco | Sep 2006 (20y) | 75% or more | |
| Peter Anthony Signori | Registered representative | Jun 2013 (13y) | ||
| Nancy Ann Tonachio | Registered representative | Jan 2021 (6y) | ||
| James Vincent Hoffman | Registered representative | Nov 2022 (4y) | ||
| Rebekah Fischoff | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 893 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Distributors Company Llc $252M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗