B.G. Kaserman & Associates L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 334031
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
B.G. Kaserman & Associates L.L.C. is a Delaware-style limited liability company that functions as a fee-based advisory and capital-allocating practice. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee arrangements include percentage-of-assets and fixed-fee structures. The adviser is not positioned as an ESG investor and does not report multi-state adviser status or pension-consulting services. The firm is affiliated with an insurance company and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Bruce Kaserman
PresidentCRD 1399350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations