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Building 2BRUNI J V & CO

Map pinCOLORADO SPRINGS, CO
Phone719-575-9880
NotebookSEC #801-42242
Total AUM
$1.1B
Employees
5
Clients
389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1528 N TEJON STREET
COLORADO SPRINGS
CO 80907-7439
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
719-575-9880

ReceiptFinancials

Total AUM
$1.1B
Accounts
662
Discretionary
$1.1B
Accounts
662
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$67.6M
HNW Individual Clients
263
AUM
$831.1M
Pension/Profit Sharing Plan Clients
1
AUM
$12.2M
Charitable Organization Clients
1
AUM
$1.4M
Corporation or Business Clients
1
AUM
$185.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIANCNHNYTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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