Bruni J V & Co

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.7M

Accounts

662

Employees

Advisory reps

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

FINTRX

Overview

Bruni J V & Co is an independent registered investment adviser that has been SEC-registered since 1992. The firm operates as a corporation owned by an individual and focuses on serving individuals and families. Its advisory services include portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutions. Fee arrangements reported include percentage of AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor or a multi-state adviser.