Bunnen Financial Management LLC

Overview

Bunnen Financial Management LLC is an independent, Georgia-based investment advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, and it also provides portfolio management services for small businesses. Its client-facing work centers on financial planning and discretionary portfolio oversight. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor, does not serve as a capital allocator to other managers, and is not structured as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices