1528 N Tejon Street
Colorado Springs, Colorado 80907-7439
Tel: 719-575-9880
BRUNI J V & CO, formally registered with the SEC as BRUNI J V & CO. The firm was established in 09/03/1992. They have over 1 offices throughout the country.
BRUNI J V & CO is a Colorado Springs, Colorado based Financial Planning firm with nearly $748,294,401 assets under management, offering retirement planning & investment advisory services to 652 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106644 |
SEC# | 801-42242 |
Assets Managed by Firm | $748,294,401 |
No. of Clients | 652 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 652 | $748,294,401 |
Individuals (other than high net worth individuals) | 156 | $77,961,220 |
High net worth individuals | 228 | $537,914,292 |
Pension and profit sharing plans | Fewer than 5 clients | $9,379,531 |
Charitable organizations | Fewer than 5 clients | $2,758,806 |
Corporations or other businesses | Fewer than 5 clients | $120,280,552 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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