H
CRD: 290595
Hunjo LLC
Westport, CT, 06880
9176471208
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank · JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-27-2018
- Office Locations
- 1
Office Locations
93 Bayberry Lane Westport CT
About Hunjo LLC
Hunjo LLC is a Westport-based RIA. The firm has been operating for 8 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Citibank. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Investment Themes
North
Investment Vehicles
Radial atlas
Services
Signal oak Harbor Eagle peak
Owner & Executives
R
ROBERT BARRY GUTMAN
Chief Compliance Officer, Managing Member, Registered Investment Advisor
- CRD
- #2785277
- Ownership
- 75% or more
(364) 970-1925
value.pioneer@valuecapital.com
in linkedin.com/in/value-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,100,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,049,100,707 | 100.0% |
| Total | $5,049,100,707 | 100.0% |