Brucke Financial, Inc.

RIASEC RegisteredEst. 2022

Total AUM

$262M

Discretionary

$262M

100% of AUM

Avg account

$113K

Accounts

2,324

Employees

Advisory reps

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

FINTRX

Overview

Brucke Financial, Inc. is an independent, corporation-form-registered investment adviser that became SEC-registered in 2022 and is owned by an individual. The firm serves both individual/family and institutional clients and positions itself as a capital allocator across managed portfolios and third-party managers. Its revenue model includes percentage-of-AUM fees as well as hourly and fixed-fee engagements. Brucke also operates as an insurance broker and provides a mix of advisory services: financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational seminars. The firm does not identify as an active ESG investor. Its advisory mix emphasizes equities and externally managed strategies rather than an ESG-focused or overlay approach.