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BUNNEN FINANCIAL MANAGEMENT LLC

Advisory

Data as of Sep 22, 2022 · Source: SEC Form ADV

Average account

$933K

across 15 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 22, 2022.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

15 clients

15 high-net-worth

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

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Advisers of similar size in GA

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

COCHRAN WEALTH LLC

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OBN WEALTH ADVISORS LLC

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FINANCIAL PLANNING PARTNERS, INC.

$14M

CRESFUND ADVISORS, LLC

DUNWOODY, GA

$14M

BROOKWOOD WEALTH ADVISORS, LLC

$14M

ASSET ACCUMULATION,PROTECTION,PRESERVATION AND TRANSFER, LLC

$14M

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