B
CRD: 143148
Bunnen Financial Management LLC
Atlanta, GA
3016025005
$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2022
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Bunnen Financial Management LLC
Bunnen Financial Management LLC is a Atlanta-based RIA. The firm has been operating for 4 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$466.7K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Catalyst zenith Horizon element
Investment Themes
Capital glacier Horizon
Investment Vehicles
Ember focus
Services
Legacy alpha Frontier Value Unison legacy Foundation Harbor wave
Owner & Executives
R
ROBERT LOUIS BUNNEN JR
Chief Compliance Officer, President
- CRD
- #2308637
- Ownership
- 75% or more
(644) 790-8329
summit.atlas@optimacapital.com
in linkedin.com/in/beacon-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
Equity - OTC:
25.6% Equity - Exchange:
37.6% Cash:
21.8% Public Funds:
15.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,595,671,367 | 25.6% |
| Equity - Exchange | $2,343,642,321 | 37.6% |
| Cash | $1,358,813,899 | 21.8% |
| Public Funds | $934,963,692 | 15.0% |
| Total | $6,233,091,279 | 100.0% |