Guncheon Financial LLC
● SEC registered since 2024CRD 277091SEC# 801-131551Dubuque, IA
Reg. AUM
$146.2M
Employees
4
Accounts
1,878
Location
Dubuque, IA
Guncheon Financial LLC assets under management
Guncheon Financial LLC is a registered investment adviser overseen by the SEC based in Dubuque, IA. The firm has been registered since 2024. It reports $146.2 million in regulatory assets under management and employs 4 people.
Guncheon Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin D Smith Control | Managing Member & Cco | 50-75% | 2025 |
| Keith Thomas Leverentz Control | Member | 50-75% | 2025 |
Frequently asked questions
How much does Guncheon Financial LLC manage?
Guncheon Financial LLC reports $146.2 million in regulatory assets under management on its Form ADV.
How many employees does Guncheon Financial LLC have?
Guncheon Financial LLC reports 4 employees.
Where is Guncheon Financial LLC located?
Guncheon Financial LLC is based in Dubuque, IA and has been SEC-registered since 2024.
Does Guncheon Financial LLC disclose fund performance?
Guncheon Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1545 Associates Drive, Suite 104, Dubuque, IA 52002 |
| Phone | 563-587-7840 |
| Fax | 563-583-3361 |
| Office hours | 9a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2125292 |
| Discloses disciplinary history | No |
Regulatory AUM
$146.2M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$146.2Mregulatory AUM
Discretionary $146.2M