J.m. Bruderman & Company, LLC
● SEC registered since 2022CRD 323195SEC# 801-126644Locust Valley, NY
Reg. AUM
$78.5M
Employees
5
Accounts
33
Location
Locust Valley, NY
J.m. Bruderman & Company, LLC assets under management
J.m. Bruderman & Company, LLC is a registered investment adviser overseen by the SEC based in Locust Valley, NY. The firm has been registered since 2022. It reports $78.5 million in regulatory assets under management and employs 5 people.
J.m. Bruderman & Company, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Matthew Bruderman Control | Chief Compliance Officer | Under 5% | 2022 |
| James Matthew Bruderman Control | President | Over 75% | 2022 |
Frequently asked questions
How much does J.m. Bruderman & Company, LLC manage?
J.m. Bruderman & Company, LLC reports $78.5 million in regulatory assets under management on its Form ADV.
How many employees does J.m. Bruderman & Company, LLC have?
J.m. Bruderman & Company, LLC reports 5 employees.
Where is J.m. Bruderman & Company, LLC located?
J.m. Bruderman & Company, LLC is based in Locust Valley, NY and has been SEC-registered since 2022.
Does J.m. Bruderman & Company, LLC disclose fund performance?
J.m. Bruderman & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 113 Birch Hill Road, Locust Valley, NY 11560 |
| Phone | 516-974-7596 |
| Office hours | 9a.m. - 5p.m. Eastern Time |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$78.5M▼ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$78.5Mregulatory AUM
Discretionary $78.5M