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BRUNI J V & CO

CRD 106644 · SEC 801-42242

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1528 N TEJON STREET, COLORADO SPRINGS, CO, 80907-7439, United States

Phone

719-575-9880

Fax

719-575-9920

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.10B

Discretionary AUM

$1.10B

Team

5 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals123$67.6M
High net worth individuals263$831.1M

States served

AZ, CA, CO, IA, NY, NC, TN, VA, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD