Bruni J V & Co

RIASEC RegisteredEst. 1992

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 a corporation that has been SEC-registered since 1992 and is owned by an individual. The firm focuses on advisory work for individual and family clients and provides portfolio management both for individuals/small businesses and for business or institutional clients. Its billing arrangements are mixed: percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. It is not identified as a capital allocator in the source data.