THUN FINANCIAL ADVISORS, LLC

THUN FINANCIAL ADVISORS, LLC of MADISON, WI is an SEC-registered investment adviser (CRD 146914). Regulatory assets under management: $638.3M.

Registration

• CRD: 146914
• SEC file number: 801-81139
• Type: Registered investment adviser
• Location: 3330 UNIVERSITY AVE, SUITE 316, MADISON, WI, 53705
• Phone: 608-237-1318
• Latest filing: 2020-06-26
• Regulatory AUM: $638.3M
• Discretionary AUM: $1.0M
• Non-discretionary AUM: $637.3M
• Clients: 13
• Accounts: 506

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 146914 on SEC IAPD (source of record)
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