|
⚲
|
| Bruni J V & Co
✚
| |
|---|---|
| CRD # | 106644 |
| SEC # | 801-42242 |
| CIK # | 0001078841 |
| AUM | $865.3 MM (2024-06-05) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 719-575-9880 |
| Address | 1528 N Tejon Street Colorado Springs, CO 80907-7439 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BN | 62.2 | ||
| RDN | 3,409.4 | 51.7 | |
| RHP | 4,279.9 | 51.2 | |
| DFS | 27,340.7 | 49.4 | |
| TMHC | 2,781.6 | 48.6 | |
| AMG | 4,729.6 | 48.0 | |
| ALLY | 11,145.1 | 36.5 | |
| CI | 84,461.4 | 35.8 | |
| CFG | 18,202.7 | 35.3 | |
| KMI | 39,000.5 | 34.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 75.4 |
| (b) Individuals (high net worth individuals) | 240 | 634.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 10.8 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 142.7 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 865.3 |
| By Discretionary | ||
| Discretionary | 658 | 865.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 658 | 865.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 865.3 | |
| Total | 658 | 865.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001078841] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lathrop Investment Management Corp
✚
|
AR | 0.9 |
|
Hunter Michael Investment Advisors Inc
✚
|
VA | 0.9 |
|
Cutter and Company Brokerage Inc
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|
MO | 0.9 |
|
AA Financial Advisors LLC
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|
OH | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Estabrook Capital Management LLC
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|
NY | 0.9 |
|
JMAC Enterprises LLC
✚
|
PA | 0.9 |
|
Associated Investment Services Inc
✚
|
WI | 0.9 |
|
Jackson Hole Capital Partners LLC
✚
|
OK | 0.9 |
|
Whittier Advisors LLC
✚
|
CA | 0.9 |