Bunnen Financial Management LLC

Overview

Bunnen Financial Management LLC is a small, independent RIA that focuses on financial planning and discretionary portfolio management for individual and family clients and small businesses. The firm runs equity-oriented strategies with a clear tilt toward privately held or non–exchange-traded equity positions, but it deploys a mix of liquid vehicles (mutual funds and some ETFs) where appropriate. Investment activity centers on concentrated, client-level portfolios rather than large-scale institutional mandates; allocations are driven by individual client objectives and cash-flow needs rather than broad model-driven platforms. The firm charges both a percentage of assets under management and fixed fees, which suits its mix of ongoing portfolio oversight and bespoke planning work. Bunnen Financial Management LLC does not identify as an active ESG investor and operates as a single-state adviser with an individual-owner structure. Advisory services listed include comprehensive financial planning and portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices