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BRUNI J V & CO
1528 N Tejon Street
Colorado Springs, Colorado 80907-7439
Tel: 719-575-9880
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 Status | Approved |
|---|---|
| Firm CRD# | 106644 |
| SEC# | 801-42242 |
| Assets Managed by Firm | $865,301,535 |
| No. of Clients | 658 |
| No. of Advisors | 5 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 658 | $865,301,535 |
| Individuals (other than high net worth individuals) | 148 | $75,415,438 |
| High net worth individuals | 240 | $634,659,710 |
| Pension and profit sharing plans | Fewer than 5 clients | $10,849,982 |
| Charitable organizations | Fewer than 5 clients | $1,668,420 |
| Corporations or other businesses | Fewer than 5 clients | $142,707,985 |
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