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Matthew Sullivan Bruno

MAKAIRA PARTNERS, LLC·LA JOLLA, California
Clean recordMAKAIRA PARTNERS, LLC
7817 IVANHOE AVENUE, LA JOLLA, CA 92037CRD# 6127983Firm CRD# 153729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Sullivan Bruno · LA JOLLA, CA
Registration
CRD #6127983 · MAKAIRA PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Sullivan Bruno is a registered financial advisor based in LA JOLLA, California, affiliated with MAKAIRA PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MAKAIRA PARTNERS, LLC
MAKAIRA PARTNERS, LLC
AUM
$860M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MAKAIRA PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6127983
Firm CRD# 153729
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Sullivan Bruno offer?
Matthew Sullivan Bruno specializes in Retirement Planning. Contact their office in LA JOLLA, California for a consultation.
What are Matthew Sullivan Bruno's credentials?
Matthew Sullivan Bruno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Sullivan Bruno located?
Matthew Sullivan Bruno is based in LA JOLLA, California, working with MAKAIRA PARTNERS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Matthew Sullivan Bruno charge for services?
Matthew Sullivan Bruno's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAKAIRA PARTNERS, LLC?
MAKAIRA PARTNERS, LLC has approximately 6 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAKAIRA PARTNERS, LLC

Adam Joseph Garcia
LA JOLLA, CA
Sean Hidey
LA JOLLA, CA
Joon Ku Lee
LA JOLLA, CA
Thomas Moore Bancroft
LA JOLLA, CA

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Research
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