Bruni J V & Co

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.7M

Accounts

662

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 106644
Registered since: September 3, 1992
Website: www.jvbruni.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.7%
Corporations / Businesses16.9%
Individuals6.16%
Pension & Profit Sharing Plans1.11%
Charitable Organizations0.13%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bruni J V & Co. is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals, small businesses and institutional clients. The firm is SEC-registered (since 1992) and reports an owner-type of "Individual." Its client base centers on individuals and families, and it bills for advice through a mix of percentage-of-AUM fees, hourly charges and fixed fees. Services cited on filings emphasize discretionary portfolio management across personal and business accounts. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.