BRUNI J V & CO
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 106644
- Registered since
- September 3, 1992
- Website
- www.jvbruni.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.7%
- Corporations / Businesses16.9%
- Individuals6.16%
- Pension & Profit Sharing Plans1.11%
- Charitable Organizations0.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bruni J V & Co. is a privately owned corporate advisory firm that has been SEC-registered since 1992 and serves primarily individual and family clients. The firm provides discretionary portfolio management for individuals, small businesses, and for business or institutional clients. Its fee arrangements include a percentage-of-assets model as well as hourly and fixed-fee engagements. Bruni J V & Co. reports no active ESG investing program and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds5%
Contacts
3 of 5JOHN BROCK
Vice PresidentCRD 4887224
PATRICK LABBE
Portfolio ManagerCRD 2852209
PAMELA BRUNI
SecretaryCRD 4359882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLORADO SPRINGS, CO
EL PASO
Location
COLORADO SPRINGS, CO
Headquartered in COLORADO SPRINGS, CO, in the West of the United States.
- Region
- West
- County
- EL PASO
- Address
- 1528 N Tejon St
- Time zone
- MT (UTC-7)
- Office locations
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