B.G. KASERMAN & ASSOCIATES L.L.C.

B.G. KASERMAN & ASSOCIATES L.L.C. is an SEC-registered investment adviser (CRD 334031). Regulatory assets under management: $574K.

Registration

• CRD: 334031
• Type: Registered investment adviser
• Phone: 703-242-3659
• Latest filing: 2026-05-13
• Regulatory AUM: $574K
• Discretionary AUM: $574K
• Clients: 2
• Accounts: 6

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search