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Brunson Financial Management

Brunson Financial Management is a RIA based in Duluth, GA with $8M in AUM. Randy Ray Brunson is the majority owner of the firm and has been in this role with the firm since 1994.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$8.0M
Total Assets
35
Accounts
$228.6K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Randy Brunson President 04/01/1994

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
6340 Sugarloaf Parkway Suite 200
Duluth , GA 30097
Phone Number: 404-633-5600

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges