Bruderman Asset Management is an investment advisor in Locust Valley with $485.56 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472020066
SEC advisor number
801-81097
FINRA CRD number
173565
AUM ?
$485.56 mm
(as of 20 Oct 22)
Accounts
488
(as of 20 Oct 22)
Employees
26
(8 investment advisory or research)
Address
Bruderman Asset Management
119 BIRCH HILL RD
LOCUST VALLEY
NY 11560
119 BIRCH HILL RD
LOCUST VALLEY
NY 11560
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
845-368-2900
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bruderman & Company LLC | Shareholder | 06/2017 | > 75% |
Bruderman, Matthew, John | Chairman, Bruderman & Company LLC | 02/2015 | < 5% |
Kerri Beth Bruderman Family Trust | Shareholder | 09/2014 | > 75% |
Klick, Andrew, Scott | Chief Compliance Officer | 11/2021 | < 5% |
Bruderman, Matthew, John | Trustee | 09/2014 | > 75% |
Bruderman, Matthew, John | Chairman and Chief Executive Officer | 02/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
13 Jul 21
13F-HR
Quarterly holdings report by institutional manager
23 Apr 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
14 Oct 20
13F-HR
Quarterly holdings report by institutional manager
6 Aug 20
13F-HR
Quarterly holdings report by institutional manager
28 Apr 20