Overview
Assets Under Management: $262 million
High-Net-Worth Clients: 175
Average Client Assets: $1.0 million
Frequently Asked Questions
BRUCKE FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291307), BRUCKE FINANCIAL, INC. is subject to fiduciary duty under federal law.
BRUCKE FINANCIAL, INC. serves 175 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, BRUCKE FINANCIAL, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BRUCKE FINANCIAL, INC. manages $262 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, BRUCKE FINANCIAL, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.97%
Average Client Assets: $1.0 million
Total Client Accounts: 2,324
Discretionary Accounts: 2,324
Regulatory Filings
CRD Number: 291307
Filing ID: 2061617
Last Filing Date: 2026-03-12 13:08:17