Bruni J V & Co Review

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Bruni J V & Co, federally registered in 1992, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 2 advisors. Bruni J V & Co manages $560.3 million and provides investment advisory services for 449 clients (1:225 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $300,000
Average Client Balance $1,247,968
Hybrid Advisor No
Disciplinary History No
Total AUM $560.3 million
Advisor / Client Ratio 1:225
Headquarters Colorado Springs, CO
SEC Filings Forms and Brochures    (CRD # 106644)
State(s) Registered AZ, CA, CO, FL, GA, IA, KY, MA, NH, NY, TN, TX, VA, WA

Questions & Answers

Get answers about Bruni J V & Co

Ask a question question_answer