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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 |
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