BRUDERMAN PRIVATE WEALTH - Financial Advisor in New York, Locust Valley

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

About BRUDERMAN PRIVATE WEALTH

BRUDERMAN PRIVATE WEALTH is a Locust Valley, New York based financial advisory firm with nearly $123,607,005 in assets under management and provides investment advisory services for 26 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

323195

Firm SEC#:

801-126644

Assets Under Management:

$123,607,005

No. of Clients:

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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