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BRUNO MOUNTAIN ADVISORY, LLC
CRD 327235
105 NW RIVERFRONT STREET, BEND, OR, 97703, United States
Phone
541-610-7992
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.2M
Discretionary AUM
$31.7M
Team
2 total employees; 2 advisory reps; 50 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; DUE DILIGENCE FEES
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.4M |
| High net worth individuals | 31 | $32.8M |
All web addresses on file
Official SEC filing: View on IAPD