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Bruck & Caine Advisory Inc (Culver City)


Bruck & Caine Advisory Inc is a large advisory firm based in Culver City. It manages $43.18 million of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Massachusetts.

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Bruck & Caine Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bruck & Caine Advisory: assets under management

The assets under management (AUM) of Bruck & Caine Advisory Inc is $43.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $427.56 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bruck & Caine Advisory Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Culver City

The principal office where Bruck & Caine Advisory Inc performs its advisory services is located at 6101 W Centinela Ave, Culver City, CA 90230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-665-0570 or by fax 310-665-0579. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bruckandcaine.com.


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