GARY GOLDBERG PLANNING SERVICES, LLC
Legal name: BRUDERMAN ASSET MANAGEMENT, LLC
CRD #173565 SEC #801-81097 LOCUST VALLEY, NY (516) 609-0291
SEC Registered
Total AUM
$485.6M
Discretionary
$240.7M
Employees
26
Clients
1
Accounts
488
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $485.6M | $240.7M | $244.8M | 26 | 0 |
| Oct 2022 | $485.6M | $240.7M | $244.8M | 26 | 0 |
| Oct 2022 | $485.6M | $240.7M | $244.8M | 26 | 0 |
| Oct 2022 | $485.6M | $240.7M | $244.8M | 26 | 0 |
| Apr 2022 | $485.6M | $240.7M | $244.8M | 26 | 0 |
| Nov 2021 | $1.3B | $1.2B | $165.6M | 35 | 0 |
| Nov 2021 | $1.3B | $1.2B | $165.6M | 35 | 0 |
| Oct 2021 | $1.3B | $1.2B | $165.6M | 35 | 0 |
| Mar 2021 | $1.3B | $1.2B | $165.6M | 35 | 0 |
| Oct 2020 | $1.3B | $912.3M | $387.2M | 43 | 0 |
| Jun 2020 | $1.3B | $912.3M | $387.2M | 43 | 0 |
| Mar 2020 | $1.3B | $912.3M | $387.2M | 43 | 0 |
| Jan 2020 | $969M | $870.1M | $98.9M | 40 | 0 |
| Jan 2020 | $969M | $870.1M | $98.9M | 40 | 0 |
| Dec 2019 | $969M | $870.1M | $98.9M | 40 | 0 |
| Dec 2019 | $969M | $870.1M | $98.9M | 40 | 0 |
| Nov 2019 | $969M | $870.1M | $98.9M | 40 | 0 |
| Nov 2019 | $969M | $870.1M | $98.9M | 40 | 0 |
| Mar 2019 | $969M | $870.1M | $98.9M | 40 | 0 |
| Oct 2018 | $1.1B | $1B | $92.3M | 36 | 0 |
| Mar 2018 | $1.1B | $1B | $92.3M | 36 | 0 |
| Aug 2017 | $863.6M | $862.3M | $1.3M | 55 | 2,500 |
| Jul 2017 | $863.6M | $862.3M | $1.3M | 55 | 2,500 |
| Apr 2017 | $863.6M | $862.3M | $1.3M | 55 | 2,500 |
| Mar 2017 | $863.6M | $862.3M | $1.3M | 55 | 2,500 |
| Oct 2016 | $826.3M | $825.1M | $1.2M | 47 | 2,500 |
| Sep 2016 | $827.9M | $826.7M | $1.2M | 47 | 2,500 |
| Aug 2016 | $827.9M | $826.7M | $1.2M | 47 | 2,500 |
| Aug 2016 | $827.9M | $826.7M | $1.2M | 47 | 2,500 |
| Mar 2016 | $737.6M | $736.5M | $1.1M | 44 | 2,500 |
| Nov 2015 | $782.5M | $781.3M | $1.2M | 35 | 2,500 |
| Sep 2015 | $782.5M | $781.3M | $1.2M | 35 | 0 |
| Sep 2015 | $782.5M | $781.3M | $1.2M | 35 | 0 |
| Jul 2015 | $782.5M | $781.3M | $1.2M | 35 | 0 |
| Mar 2015 | $0 | $0 | $0 | 35 | 0 |
| Mar 2015 | $0 | $0 | $0 | 35 | 0 |
DateNov 2022
Total AUM$485.6M
Discretionary$240.7M
Non-Disc.$244.8M
Employees26
Clients0
DateOct 2022
Total AUM$485.6M
Discretionary$240.7M
Non-Disc.$244.8M
Employees26
Clients0
DateOct 2022
Total AUM$485.6M
Discretionary$240.7M
Non-Disc.$244.8M
Employees26
Clients0
DateOct 2022
Total AUM$485.6M
Discretionary$240.7M
Non-Disc.$244.8M
Employees26
Clients0
DateApr 2022
Total AUM$485.6M
Discretionary$240.7M
Non-Disc.$244.8M
Employees26
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$165.6M
Employees35
Clients0
DateNov 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$165.6M
Employees35
Clients0
DateOct 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$165.6M
Employees35
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$165.6M
Employees35
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$912.3M
Non-Disc.$387.2M
Employees43
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$912.3M
Non-Disc.$387.2M
Employees43
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$912.3M
Non-Disc.$387.2M
Employees43
Clients0
DateJan 2020
Total AUM$969M
Discretionary$870.1M
Non-Disc.$98.9M
Employees40
Clients0
DateJan 2020
Total AUM$969M
Discretionary$870.1M
Non-Disc.$98.9M
Employees40
Clients0
DateDec 2019
Total AUM$969M
Discretionary$870.1M
Non-Disc.$98.9M
Employees40
Clients0
DateDec 2019
Total AUM$969M
Discretionary$870.1M
Non-Disc.$98.9M
Employees40
Clients0
DateNov 2019
Total AUM$969M
Discretionary$870.1M
Non-Disc.$98.9M
Employees40
Clients0
DateNov 2019
Total AUM$969M
Discretionary$870.1M
Non-Disc.$98.9M
Employees40
Clients0
DateMar 2019
Total AUM$969M
Discretionary$870.1M
Non-Disc.$98.9M
Employees40
Clients0
DateOct 2018
Total AUM$1.1B
Discretionary$1B
Non-Disc.$92.3M
Employees36
Clients0
DateMar 2018
Total AUM$1.1B
Discretionary$1B
Non-Disc.$92.3M
Employees36
Clients0
DateAug 2017
Total AUM$863.6M
Discretionary$862.3M
Non-Disc.$1.3M
Employees55
Clients2,500
DateJul 2017
Total AUM$863.6M
Discretionary$862.3M
Non-Disc.$1.3M
Employees55
Clients2,500
DateApr 2017
Total AUM$863.6M
Discretionary$862.3M
Non-Disc.$1.3M
Employees55
Clients2,500
DateMar 2017
Total AUM$863.6M
Discretionary$862.3M
Non-Disc.$1.3M
Employees55
Clients2,500
DateOct 2016
Total AUM$826.3M
Discretionary$825.1M
Non-Disc.$1.2M
Employees47
Clients2,500
DateSep 2016
Total AUM$827.9M
Discretionary$826.7M
Non-Disc.$1.2M
Employees47
Clients2,500
DateAug 2016
Total AUM$827.9M
Discretionary$826.7M
Non-Disc.$1.2M
Employees47
Clients2,500
DateAug 2016
Total AUM$827.9M
Discretionary$826.7M
Non-Disc.$1.2M
Employees47
Clients2,500
DateMar 2016
Total AUM$737.6M
Discretionary$736.5M
Non-Disc.$1.1M
Employees44
Clients2,500
DateNov 2015
Total AUM$782.5M
Discretionary$781.3M
Non-Disc.$1.2M
Employees35
Clients2,500
DateSep 2015
Total AUM$782.5M
Discretionary$781.3M
Non-Disc.$1.2M
Employees35
Clients0
DateSep 2015
Total AUM$782.5M
Discretionary$781.3M
Non-Disc.$1.2M
Employees35
Clients0
DateJul 2015
Total AUM$782.5M
Discretionary$781.3M
Non-Disc.$1.2M
Employees35
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees35
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees35
Clients0