Thun Financial Advisors, LLC is a large advisory firm based in Madison. It manages $434.21 million of regulatory assets for 406 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Texas, and Wisconsin.
Thun Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thun Financial Advisors, LLC is $434.21 million. $2.17 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Thun Financial Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Thun Financial Advisors is high net worth individuals with 284 clients and $369.07 million of assets under management. Among the 10 most similar advisory firms, Thun Financial Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $434.21 million for 406 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.
Thun Financial Advisors doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Thun Financial Advisors, LLC performs its advisory services is located at 3330 University Ave, Madison, WI 53705, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 608-237-1318 or by fax 608-237-1584. The normal business hours are 7:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at thunfinancial.com.