BRUCKE FINANCIAL, INC.

Adviser information for BRUCKE FINANCIAL, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Indiana, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,764 $157.6M
Non-Discretionary 0 $0
Total 1,764 $157.6M

Clients

Type Number RAUM
Individuals 517 $68.6M
HNW Individuals 130 $82.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 14 $7.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 27
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-123245
SEC ERA File Number 801-123245
SEC CIK Numbers None
SEC CRD Numbers 291307
Legal Entity Identifier None

Principal Office

2272 WYNNEDALE RD
INDIANAPOLIS
IN
United States
MONDAY - THURSDAY, 8:00AM - 4:00PM
Tel: (317) 658-4548, Fax: N/A

Chief Compliance Officer

ANDREW HAWICKHORST
PRESIDENT & CHIEF COMPLIANCE OFFICER
2272 WYNNEDALE RD
INDIANAPOLIS
IN
United States
Tel: (317) 658-4548
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HAWICKHORST, ANDREW, JAMES Individual CHIEF COMPLIANCE OFFICER/PRESIDENT 11/2017 > 75%

No. Employees, Historic

105020222023202420254 on 1/18/20224 on 1/28/20224 on 2/2/20224 on 2/4/20224 on 2/12/20224 on 2/15/20224 on 2/17/20224 on 2/22/20224 on 3/15/20224 on 3/18/20224 on 3/23/20224 on 3/28/20224 on 4/8/20224 on 8/19/20224 on 10/18/20224 on 11/30/20224 on 1/26/20233 on 2/13/20233 on 3/9/20233 on 3/7/20243 on 3/26/2024

RAUM, Historic

200M100M02022202320242025117836676 on 1/18/2022117836676 on 1/28/2022117836676 on 2/2/2022117836676 on 2/4/2022117836676 on 2/12/2022117836676 on 2/15/2022117836676 on 2/17/2022117836676 on 2/22/2022117836676 on 3/15/2022117836676 on 3/18/2022117836676 on 3/23/2022117836676 on 3/28/2022117836676 on 4/8/2022117836676 on 8/19/2022117836676 on 10/18/2022117836676 on 11/30/2022117836676 on 1/26/2023117836676 on 2/13/2023135338583 on 3/9/2023157601611 on 3/7/2024157601611 on 3/26/2024

No. Clients, Historic

70035002022202320242025578 on 1/18/2022578 on 1/28/2022578 on 2/2/2022578 on 2/4/2022578 on 2/12/2022578 on 2/15/2022578 on 2/17/2022578 on 2/22/2022578 on 3/15/2022578 on 3/18/2022578 on 3/23/2022578 on 3/28/2022578 on 4/8/2022578 on 8/19/2022578 on 10/18/2022578 on 11/30/2022578 on 1/26/2023578 on 2/13/2023632 on 3/9/2023661 on 3/7/2024661 on 3/26/2024