J.M. BRUDERMAN & COMPANY, LLC
Legal name: BRUDERMAN PRIVATE WEALTH
CRD #323195 SEC #801-126644 LOCUST VALLEY, NY 516-930-4250
SEC Registered
Total AUM
$66.3M
Discretionary
$64M
Employees
5
Clients
10
Accounts
46
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $66.3M | $64M | $2.3M | 5 | 1 |
| Mar 2025 | $121.5M | $78.2M | $43.2M | 5 | 1 |
| Apr 2024 | $123.6M | $94.7M | $28.9M | 6 | 1 |
| Aug 2023 | $114.1M | $84.4M | $29.7M | 6 | 0 |
| Apr 2023 | $114.1M | $84.4M | $29.7M | 5 | 0 |
| Feb 2023 | $104.4M | $84.4M | $20M | 7 | 0 |
| Feb 2023 | $104.4M | $84.4M | $20M | 7 | 0 |
| Feb 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
| Aug 2022 | $0 | $0 | $0 | 2 | 0 |
DateJun 2025
Total AUM$66.3M
Discretionary$64M
Non-Disc.$2.3M
Employees5
Clients1
DateMar 2025
Total AUM$121.5M
Discretionary$78.2M
Non-Disc.$43.2M
Employees5
Clients1
DateApr 2024
Total AUM$123.6M
Discretionary$94.7M
Non-Disc.$28.9M
Employees6
Clients1
DateAug 2023
Total AUM$114.1M
Discretionary$84.4M
Non-Disc.$29.7M
Employees6
Clients0
DateApr 2023
Total AUM$114.1M
Discretionary$84.4M
Non-Disc.$29.7M
Employees5
Clients0
DateFeb 2023
Total AUM$104.4M
Discretionary$84.4M
Non-Disc.$20M
Employees7
Clients0
DateFeb 2023
Total AUM$104.4M
Discretionary$84.4M
Non-Disc.$20M
Employees7
Clients0
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0