Overview
Assets Under Management: $1.1 billion
Headquarters: SUFFERN, NY
High-Net-Worth Clients: 36
Average Client Assets: $3.7 million
Frequently Asked Questions
BRUDERMAN ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173565), BRUDERMAN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BRUDERMAN ASSET MANAGEMENT, LLC is headquartered in SUFFERN, NY.
BRUDERMAN ASSET MANAGEMENT, LLC serves 36 high-net-worth clients according to their SEC filing dated October 18, 2018. View client details ↓
According to their SEC Form ADV, BRUDERMAN ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
BRUDERMAN ASSET MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated October 18, 2018.
According to their SEC Form ADV, BRUDERMAN ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.08%
Average Client Assets: $3.7 million
Total Client Accounts: 5,279
Discretionary Accounts: 5,215
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 173565
Filing ID: 1246650
Last Filing Date: 2018-10-18 14:40:00