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Bruderman Asset Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 28, 2019
    • $969.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $187.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

20

name start date
Eric Michael Rossman
December 2016
William Joseph Krivicich
March 2015
Tyler James Palumbo
March 2015
Jodi Lynn Barna
January 2019
Richard Philip Kersting
December 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bruderman Brothers LLC Broker-Dealer --
    Legacy Benefit Assurance Agency, LLC -- --
    Montebello Partners LLC IAR $0
    Thomas, A. Cattani, Attorney At Law -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Matthew John Bruderman Chairman, Bruderman & Company Llc February, 2015 less than 5%
      James Matthew Bruderman President January, 2018 less than 5%
      Miles J. Edwards Chief Compliance Officer And General Counsel March, 2019 less than 5%
      Jannine Marisa Barbosa Chief Operating Officer February, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees