Bunker
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 319690
- Registered since
- August 5, 2022
- Website
- www.bunkerinvest.us
- Custodians
- INTERACTIVE BROKERS LLC, APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.22%
- Individuals32.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bunker is a limited liability company that provides portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2022) and charges clients through a mix of percentage-of-AUM and fixed fees. Its client focus is individual and family investors rather than institutional pension or endowment mandates. Bunker does not identify as an active ESG investor and is not described as a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 201 Spear St
- Time zone
- PT (UTC-8)
- Office locations
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