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 SEC-registered investment adviser formed as an LLC in 2019 and owned by an individual. The firm serves both individual/family and institutional clients and provides discretionary and non-discretionary portfolio management alongside pension consulting services for small businesses. Its billing mixes a percentage-of-AUM model with hourly and fixed-fee engagements. Ackerman does not position itself as an ESG-focused allocator.