| Name | Title | Ownership | Since |
|---|---|---|---|
| James Matthew Bruderman Control | President | Over 75% | 2022 |
| James Matthew Bruderman Control | Chief Compliance Officer | Under 5% | 2022 |
J.m. Bruderman & Company, LLC reports $66.3 million in regulatory assets under management on its Form ADV.
J.m. Bruderman & Company, LLC reports 5 employees.
J.m. Bruderman & Company, LLC is based in Locust Valley, NY and has been SEC-registered since 2022.
J.m. Bruderman & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $64M |
| Non-discretionary | $2.3M |
| Total (RAUM) | $66.3M |