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Rod Bunney Investment Advisors (Rio Verde)


Rod Bunney Investment Advisors is a related adviser based in Rio Verde. It manages $3 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, and Nebraska.

Rod Bunney Investment Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rod Bunney Investment Advisors: assets under management

The assets under management (AUM) of Rod Bunney Investment Advisors is $3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $750 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rod Bunney Investment Advisors for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rio Verde

The principal office where Rod Bunney Investment Advisors performs its advisory services is located at 26411 Indian Knoll Drive, Rio Verde, AZ 85263, 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 480-471-3229 or by fax 480-471-3229. The normal business hours are 8am to 12 noon on Monday - Friday.


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