SMARTADVISOR LLC
Legal name: BUNKER
CRD #319690 SEC #801-125996 SAN FRANCISCO, CA + 1 510 738 3310
SEC Registered
Total AUM
$20.2M
Discretionary
$20.2M
Employees
11
Clients
--
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $20.2M | $20.2M | $0 | 11 | 0 |
| Mar 2025 | $20.2M | $20.2M | $0 | 11 | 0 |
| May 2024 | $8M | $8M | $0 | 13 | 0 |
| Mar 2024 | $8M | $8M | $0 | 13 | 0 |
| Jan 2024 | $2M | $2M | $0 | 14 | 0 |
| May 2023 | $2M | $2M | $0 | 14 | 0 |
| Mar 2023 | $2M | $2M | $0 | 14 | 0 |
| Nov 2022 | $0 | $0 | $0 | 9 | 0 |
| Nov 2022 | $0 | $0 | $0 | 9 | 0 |
| Jul 2022 | $0 | $0 | $0 | 9 | 0 |
| Jun 2022 | $0 | $0 | $0 | 9 | 0 |
| May 2022 | $0 | $0 | $0 | 9 | 0 |
DateOct 2025
Total AUM$20.2M
Discretionary$20.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$20.2M
Discretionary$20.2M
Non-Disc.$0
Employees11
Clients0
DateMay 2024
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees13
Clients0
DateJan 2024
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees14
Clients0
DateMay 2023
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0