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BRUCKE FINANCIAL, INC.
CRD 291307 · SEC 801-123245
IL, United States
Phone
(317) 658-4548
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.4M
Discretionary AUM
$262.4M
Team
6 total employees; 4 advisory reps; 27 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 563 | $74.9M |
| High net worth individuals | 175 | $178.3M |
| Corporations/business entities | 16 | $9.2M |
States served
IL, IN, NY, MO, TX
All web addresses on file
Official SEC filing: View on IAPD