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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 $748,294,401 assets under management, offering retirement planning & investment advisory services to 652 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$748,294,401
No. of Clients652
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total652$748,294,401
Individuals (other than high net worth individuals)156$77,961,220
High net worth individuals228$537,914,292
Pension and profit sharing plansFewer than 5 clients$9,379,531
Charitable organizationsFewer than 5 clients$2,758,806
Corporations or other businessesFewer than 5 clients$120,280,552

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