Bruce & Co Inc
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 104735
- Registered since
- September 18, 1974
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies91.64%
- Charitable Organizations7.32%
- HNWI1.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bruce & Co Inc is a corporate-structured registered investment adviser that has been SEC-registered since 1974 and is owned by an individual. The firm provides discretionary portfolio management for individuals, small businesses and investment companies, charging fees as a percentage of assets under management. Its client mix includes both individual and family clients as well as institutional relationships. Bruce & Co reports that it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- US Government Bonds5%
- Cash & Cash Equivalents3%
Contacts
1 of 1Robert Bruce
PresidentCRD 1511355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 20 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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