Brucke Financial, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 291307
- Registered since
- February 18, 2022
- Website
- www.bruckefinancial.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.97%
- Individuals28.54%
- Corporations / Businesses3.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Brucke Financial, Inc. is an independent, corporation-form registered investment adviser that began SEC registration in 2022. The firm is owner-operated and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory menu includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of third‑party advisers, and educational workshops. The firm also operates as an insurance broker and charges fees on a combination of percentage of AUM, hourly, and fixed-fee arrangements. Brucke Financial is not described as an active ESG investor.
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 Equities85%
- Private Funds5%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
3 of 5
Jacob Beckman
Financial AdvisorCRD 8069107
Jennifer Kinkelaar
Financial PlannerCRD 7153246
Luke Doedtman
Financial PlannerCRD 6000154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$123M in ETFs
76%
$92.6M
6%
$30M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $28M | 392,895 | 22.84% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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