B
$19.0M Total AUM
$19.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
-- SAN Rafael CA
About Brunger Financial
Brunger Financial is a SAN Rafael-based RIA. The firm has been operating for 11 years. Managing $19.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$19.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTOPHER A. BRUNGER
Chief Executive Officer
- CRD
- #5880009
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,988,863 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,988,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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