BRUDERMAN PRIVATE WEALTH

RIASEC RegisteredEst. 2022

Total AUM

$78.5M

Discretionary

$78.5M

100% of AUM

Avg account

$2.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LOCUST VALLEY, New York
CRD number: 323195
Registered since: September 30, 2022
Website: www.bruderman.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.66%
Individuals8.79%
Charitable Organizations2.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bruderman Private Wealth is an independent registered investment adviser that opened in 2022 and operates as a capital allocator for both individual/family and institutional clients. The firm’s advisory practice centers on portfolio management and financial planning, providing services to individuals, small businesses and larger business or institutional clients. Its service set includes selection of other advisers and pension consulting, signaling a willingness to build multi-manager solutions and outsource specialized strategies when appropriate. Investment activity is heavily equity-focused. The firm favors exchange-traded securities as the primary vehicle for client portfolios and uses separate managed accounts alongside pooled vehicles. Bruderman Private Wealth does not identify as an active ESG investor. Compensation methods include a traditional percentage-of-assets fee and also hourly and fixed-fee engagements for planning or discrete projects.