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 $865,301,535 assets under management, offering retirement planning & investment advisory services to 658 clients. The firm is staffed with 5 experienced financial planners.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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