THUN Financial Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

THUN Financial Advisors LLC ✚
CRD #	146914
SEC #	801-81139
CIK #
AUM
Employees	13 (69% Investors, 0% Brokers)
Phone	608-237-1318
Address	3330 University Ave Madison, WI 53705
Source	[IAPD] [Website] [Twitter] [Facebook]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	228	112.6
(b) Individuals (high net worth individuals)	276	520.4
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	2	5.3
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	506	638.3
By Discretionary
Discretionary	1	1.0
Non-Discretionary	505	637.3
Total	506	638.3
By Non-United States Persons
Non-United States Persons		15.4
United States Persons		622.9
Total	506	638.3

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