BRUDERMAN PRIVATE WEALTH

113 Birch Hill Road
Locust Valley, New York 11560
Tel: 516-930-4250

About BRUDERMAN PRIVATE WEALTH

BRUDERMAN PRIVATE WEALTH, formally registered with the SEC as BRUDERMAN PRIVATE WEALTH. The firm was established in 09/30/2022. They have over 3 offices throughout the country.

BRUDERMAN PRIVATE WEALTH is a Locust Valley, New York based Financial Planning firm with nearly $123,607,005 assets under management, offering retirement planning & investment advisory services to 26 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323195
SEC#	801-126644
Assets Managed by Firm	$123,607,005
No. of Clients	26
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	26	$123,607,005
Individuals (other than high net worth individuals)	12	$13,507,630
High net worth individuals	13	$101,747,800
Pension and profit sharing plans	2	$6,500,000
Charitable organizations	1	$1,851,575

More Retirement Planning firms in Locust Valley, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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