BRUCE & CO INC

20 N. Wacker Drive Ste 2414
Chicago, Illinois 60606
Tel: 312-236-9160

About BRUCE & CO INC

BRUCE & CO INC, formally registered with the SEC as BRUCE & CO INC. The firm was established in 09/18/1974. They have over 1 offices throughout the country.

BRUCE & CO INC is a Chicago, Illinois based Financial Planning firm with nearly $473,946,686 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104735
SEC#	801-10193
Assets Managed by Firm	$473,946,686
No. of Clients	4
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$473,946,686
High net worth individuals	2	$9,445,413
Charitable organizations	Fewer than 5 clients	$9,082,039

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