Bunn
Fawcett
Aza Capital Management
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About this Advisor
Bunn Fawcett is a financial advisor based in Chicago, Illinois, working with Aza Capital Management. Bunn has previously held positions at Nfp Securities, Inc, Kestra Financial Services, Inc, Castleview Partners, LLC, and Aza Capital Management. Bunn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas and Texas. Currently, Bunn is part of Aza Capital Management, which operates out of Chicago, Illinois. The firm has 1 office and 9 employees. The firm manages assets totaling $313.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Aza Capital Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aza Capital Management Brokerage Details
$313,786,800
9
890
$352,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Bunn Fawcett Work History
Aza Capital Management
Castleview Partners, LLC
Kestra Financial Services, Inc
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of Bunn Fawcett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aza Capital Management
Chicago, IL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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