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Sarah Feldt Roach

BRUNI J V & CO·COLORADO SPRINGS, Colorado
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1528 N TEJON STREET, COLORADO SPRINGS, CO 80907-7439CRD# 4887228Firm CRD# 106644
01

About

Sarah Feldt Roach is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with BRUNI J V & CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BRUNI J V & CO
BRUNI J V & CO
AUM
$865M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BRUNI J V & CO →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4887228
Firm CRD# 106644
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Feldt Roach offer?
Sarah Feldt Roach specializes in Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Sarah Feldt Roach's credentials?
Sarah Feldt Roach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Feldt Roach located?
Sarah Feldt Roach is based in COLORADO SPRINGS, Colorado, working with BRUNI J V & CO. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Sarah Feldt Roach charge for services?
Sarah Feldt Roach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRUNI J V & CO?
BRUNI J V & CO has approximately 5 employees and manages $865M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRUNI J V & CO

John Roy Brock
COLORADO SPRINGS, CO
Jerome Vincent Bruni
COLORADO SPRINGS, CO
Maryellen Telck
COLORADO SPRINGS, CO
Pamela Sue Bruni
COLORADO SPRINGS, CO

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Research
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