FIND A BUNQ FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at BUNQ
CRD#: 334829
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for BUNQ Comes From
Understanding the Statistics for BUNQ and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
500 7th Avenue #14b104, New York, NY 10018
Mailing Address
500 7th Avenue #14b104, New York, NY 10018
Firm Size
Small
Phone Number
(914) 471-0231
Established
Delaware since 03/11/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BUNQ
DG
Damon David George
IAR
CRD#: 4075574
Location:
Longview, WA 98632
Company:
RETIREMENT STRATEGIES
Disclosures:
Experience:
26 years
Jaime Rafael Villalobos
IAR
RR
CRD#: 5779502
Location:
Chicago, IL 60606
Company:
WILLIAM BLAIR
Disclosures:
Experience:
14 years
Bruce Robert Parmenter JR
IAR
RR
CRD#: 4921097
Location:
Lakeland, FL 33813
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
21 years
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