Bruni J V & Co (Colorado Springs)

Name: Bruni J V & Co
Address: 1528 N Tejon Street, Colorado Springs, CO, 80907 7439
Telephone: 719-575-9880

Bruni J V & Co is a large advisory firm based in Colorado Springs. It manages $560.34 million of regulatory assets for 698 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.

Bruni J V & provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bruni J V &: assets under management

The assets under management (AUM) of Bruni J V & Co is $560.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $560.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $802.78 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 81% of the total AUM. The second-largest asset type is investment and business development companies, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bruni J V & Co for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bruni J V & serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Bruni J V & is high net worth individuals with 205 clients and $391.56 million of assets under management. Among the 6 most similar advisory firms, Bruni J V & has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $560.34 million for 449 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bruni J V & doesn't advise any private funds.

Careers at Bruni J V & Co

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jerome Vincent Bruni	President,treasurer,director,portfolio manager, chief compliance officer	1 Jun 1992	75% - 100%	1303868
Pamela Sue Bruni	Secretary	1 Jun 1992	Other	4359882
John Roy Brock	Vice president	1 Nov 2004	Other	4887224
Sarah Feldt Roach	Vice president	1 Nov 2004	Other	4887228

Based in Colorado Springs

The principal office where Bruni J V & Co performs its advisory services is located at 1528 N Tejon Street, Colorado Springs, CO 80907 7439, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 719-575-9880 or by fax 719-575-9920. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jvbruni.com.