Ackerman Asset Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$794M

Discretionary

$172M

22% of AUM

Avg account

$3.8M

Accounts

211

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 137958
Registered since: March 27, 2019
Website: www.ackermanasset.com
Custodians: TRANSAMERICA INVESTORS SECURITIES, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans78.33%
HNWI20.1%
Individuals1.48%
Charitable Organizations0.1%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Ackerman Asset Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves both individual/family and institutional clients and is owned by an individual. Its compensation model includes percentage-of-AUM fees supplemented by hourly and fixed-fee arrangements. Advisory services cited include portfolio management for individuals and small businesses and pension consulting services. The firm is not identified as an active ESG investor and is not characterized as a multi-state adviser.