BRUNO MOUNTAIN ADVISORY, LLC

BRUNO MOUNTAIN ADVISORY, LLC of BEND, OR is an SEC-registered investment adviser (CRD 327235). Regulatory assets under management: $37.2M.

Registration

• CRD: 327235
• Type: Registered investment adviser
• Location: 105 NW RIVERFRONT STREET, BEND, OR, 97703
• Phone: 541-610-7992
• Latest filing: 2026-03-24
• Regulatory AUM: $37.2M
• Discretionary AUM: $31.7M
• Non-discretionary AUM: $5.4M
• Clients: 2
• Accounts: 138

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327235 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search