Bruce Markets LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
300209
Registered since
November 10, 2020
Website
peak6.com

Firm profile

FINTRX

Overview

Bruce Markets LLC is organized as a limited liability company and appears to be a small, lightly documented advisory entity. The firm is SEC-registered with an effective registration year of 2020 and is owned by a domestic entity/individual. Public records classify the firm as "unclassified" and indicate it is not positioned as a capital allocator. Available disclosures are sparse: fields for client base, fee structure, business activities and advisory services are empty in the source data. The firm is not identified as an active ESG investor, is not a multi-state adviser, is not described as a newly formed adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robert Tourney

    Robert Tourney

    Chief Compliance OfficerCRD 6251742

  • Michael Lish

    Michael Lish

    Chief Operating OfficerCRD 4539941

  • Katarzyna Inglot

    Katarzyna Inglot

    Chief Compliance OfficerCRD 4902558

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Contacts

3 of 7
  • Utkarsh Sharma

    Utkarsh Sharma

    Senior Trading Operations AnalystCRD 8108954

  • George Ruhana

    George Ruhana

    Chairman of the BoardCRD 5517069

  • James Nudera

    James Nudera

    DirectorCRD 6674519

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
141 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth