THUN FINANCIAL ADVISORS, LLC
Legal name: THUN FINANCIAL ADVISORS
CRD #146914 SEC #801-81139 MADISON, WI 608-237-1318
SEC Registered
Total AUM
$638.3M
Discretionary
$1M
Employees
13
Clients
251
Accounts
506
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $638.3M | $1M | $637.3M | 13 | 0 |
| Mar 2020 | $573.9M | $2M | $571.9M | 13 | 0 |
| Jul 2019 | $434.2M | $0 | $434.2M | 13 | 0 |
| Mar 2019 | $434.2M | $0 | $434.2M | 13 | 0 |
| Mar 2018 | $373.1M | $0 | $373.1M | 11 | 0 |
| Mar 2017 | $251.1M | $0 | $251.1M | 8 | 235 |
| Oct 2016 | $143.5M | $0 | $143.5M | 6 | 143 |
| Feb 2016 | $143.5M | $0 | $143.5M | 6 | 143 |
| Mar 2015 | $113.2M | $0 | $113.2M | 6 | 117 |
| Mar 2015 | $113.2M | $0 | $113.2M | 6 | 117 |
DateJun 2020
Total AUM$638.3M
Discretionary$1M
Non-Disc.$637.3M
Employees13
Clients0
DateMar 2020
Total AUM$573.9M
Discretionary$2M
Non-Disc.$571.9M
Employees13
Clients0
DateJul 2019
Total AUM$434.2M
Discretionary$0
Non-Disc.$434.2M
Employees13
Clients0
DateMar 2019
Total AUM$434.2M
Discretionary$0
Non-Disc.$434.2M
Employees13
Clients0
DateMar 2018
Total AUM$373.1M
Discretionary$0
Non-Disc.$373.1M
Employees11
Clients0
DateMar 2017
Total AUM$251.1M
Discretionary$0
Non-Disc.$251.1M
Employees8
Clients235
DateOct 2016
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees6
Clients143
DateFeb 2016
Total AUM$143.5M
Discretionary$0
Non-Disc.$143.5M
Employees6
Clients143
DateMar 2015
Total AUM$113.2M
Discretionary$0
Non-Disc.$113.2M
Employees6
Clients117
DateMar 2015
Total AUM$113.2M
Discretionary$0
Non-Disc.$113.2M
Employees6
Clients117