Brunger Financial

Overview

Brunger Financial operates as a small, owner-run advisory boutique that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and reports a clear equity preference: the majority of managed assets are held in exchange-traded equities and ETFs. The adviser reports all of its assets as discretionary, which indicates client relationships are primarily managed through discretionary mandates and separately managed account (SMA) structures rather than purely advisory or consulting arrangements. The firm identifies private placements and commodities among its alternative allocations and also uses mutual funds as part of its investment toolkit. Brunger Financial does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Given its scale and structure, the firm appears to emphasize liquid, tradable equity exposures for core portfolio construction with selective use of alternatives to complement those holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices