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BUNKER
201 Spear Street
Suite 1100
San Francisco, California 94105
Tel: + 1 510 738 3310
About BUNKER
BUNKER, formally registered with the SEC as BUNKER. The firm was established in 08/05/2022. They have over 1 offices throughout the country.
BUNKER is a San Francisco, California based Financial Planning firm with nearly $7,980,024 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319690 |
| SEC# | 801-125996 |
| Assets Managed by Firm | $7,980,024 |
| No. of Clients | 46 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 46 | $7,980,024 |
| Individuals (other than high net worth individuals) | 43 | $2,521,729 |
| High net worth individuals | Fewer than 5 clients | $5,458,295 |
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