Bruderman Private Wealth
Bruderman Private Wealth (CRD# 323195) is a financial advisory firm headquartered in Locust Valley, NY. They manage $123,607,005 in 26 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management124MILLION
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Total Number of Accounts26ACCOUNTS
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Average Account Value$4,754,116
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NJ, NV, NY
Financial Advisors at Bruderman Private Wealth
1
James Bruderman (CRD# 2210472) is an Investment Advisor Representative working at Bruderman Private Wealth in Locust Valley, NY and has over 32 years of experience in the finance industry.
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