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BRUNI J V & CO

1528 N Tejon Street
Colorado Springs, Colorado 80907-7439
Tel: 719-575-9880

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About BRUNI J V & CO

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 $865,301,535 assets under management, offering retirement planning & investment advisory services to 658 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106644
SEC#801-42242
Assets Managed by Firm$865,301,535
No. of Clients658
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total658$865,301,535
Individuals (other than high net worth individuals)148$75,415,438
High net worth individuals240$634,659,710
Pension and profit sharing plansFewer than 5 clients$10,849,982
Charitable organizationsFewer than 5 clients$1,668,420
Corporations or other businessesFewer than 5 clients$142,707,985

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