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Building 2BRUDERMAN PRIVATE WEALTH

Map pinLOCUST VALLEY, NY
Phone516-974-7596
NotebookSEC #801-126644
Total AUM
$78.5M
Employees
5
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
113 BIRCH HILL ROAD
LOCUST VALLEY
NY 11560
United States
Operating Hours
9AM - 5PM EASTERN TIME
BY APPOINTMENT
Phone
516-974-7596
Other Offices
2

ReceiptFinancials

Total AUM
$78.5M
Accounts
33
Discretionary
$78.5M
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$6.9M
HNW Individual Clients
22
AUM
$69.6M
Pension/Profit Sharing Plan Clients
2
AUM
$0
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANJNVNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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