GUNCHEON FINANCIAL LLC
DBA: THE LIFE GROUP FINANCIAL SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $146.2M |
| Discretionary | $146.2M100% of AUM |
| Client Accounts | 1,878 |
| Avg Account Size | $78K |
| Employees | 4 |
| Peak AUM | $146.2MMar 2026 |
| AUM CAGR | +21.0% /yrover 2 yrs · 12 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $146M | +16.3% | +21.0% | — | |
| Discretionary AUM | $146M | ||||
Key Metrics
| Total AUM | $146.2M |
| Discretionary | $146.2M |
| Employees | 4 |
| Client Accounts | 1878 |
| Client Range | More than 500 |
Contact & Location
Address
1545 ASSOCIATES DRIVE
DUBUQUE IA 52002
Phone
563-587-7840
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$146M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant