J. V. Bruni and Company

EST. AUM
$946,856,961

CONTACTS
2

CLIENT ACCOUNTS
653

Firm Details

Metro area Denver
CRD Number 106644
Website jvbruni.com
Client types

Overview

J.V. Bruni and Company, established in Colorado Springs in 1992 and registered with the Securities and Exchange Commission, provides personalized discretionary money management services on a fee-only basis for various entities including individuals, retirement plans, trusts, corporations, and nonprofit organizations. Emphasizing diversified portfolios of individual securities tailored to each client's objectives, they employ a tiered fee rate assessed quarterly. They align their interests solely with those of their clients and generate no other source of revenue, avoiding compensation from companies selected for client portfolios or commission revenue. The firm values regular communication, issuing informative monthly letters and comprehensive quarterly performance reports. Their approach prioritizes educating clients on financial alternatives and investment objectives, fostering personalized investment plans. They take pride in their investment achievement and reputation for integrity, emphasizing client referrals as their primary source of new business.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

J. V. Bruni and Company

Platform Details

Investment Preferences

Alternative Activity

Address

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