This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-22-2023
- Office Locations
- 1
Office Locations
About Bruno Mountain Advisory, LLC
Bruno Mountain Advisory is an independent, boutique RIA based in Bend, Oregon serving clients globally. The firm provides fiduciary wealth and investment advisory services including portfolio construction and legacy planning, and manages both public and private investments with a stated focus on alternative investments. Product-agnostic and multi-custodial (e.g., Schwab, Altruist), it can collaborate with other client financial firms and does not require clients to move all assets to the firm.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JUSTIN WAYNE RAE
Manager
- CRD
- #4988051
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Clark Shimeall
--
- CRD
- #8004414
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,746,402 | -- |
| Non-Discretionary | $5,422,693 | -- |
| Total | $37,169,095 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing