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BRUDERMAN PRIVATE WEALTH
J.M. BRUDERMAN & COMPANY, LLC
CRD 323195 · SEC 801-126644
113 BIRCH HILL ROAD, LOCUST VALLEY, NY, 11560, United States
Phone
516-974-7596
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$78.5M
Discretionary AUM
$78.5M
Team
5 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $6.9M |
| High net worth individuals | 22 | $69.6M |
| Pension/profit sharing plans | 2 | — |
| Charitable organizations | 1 | $2.0M |
States served
MA, NV, NJ, NY
All web addresses on file
Official SEC filing: View on IAPD