RIA Intel›Advisers›Delaware›BULL & BEAR ADVISORS LLC

BULL & BEAR ADVISORS LLC

Advisory

Data as of Jun 5, 2026 · Source: SEC Form ADV

Average account

$300K

across 82 accounts

AUM per adviser

$6M

4 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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GUNNIP INVESTMENT AND FINANCIAL ADVISORS LLC

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