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Building 2GUNDERSON CAPITAL MANAGEMENT

Map pinMOUNT PLEASANT, SC
Phone760-846-2046
NotebookSEC #801-122484
Total AUM
$395.8M
Employees
4
Clients
696

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2072 WILLBROOK LANE
MOUNT PLEASANT
SC 29466
United States
Operating Hours
8AM -4PM
Monday - Friday
Phone
760-846-2046

ReceiptFinancials

Total AUM
$395.8M
Accounts
1,441
Discretionary
$395.8M
Accounts
1,441
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
587
AUM
$166.7M
HNW Individual Clients
107
AUM
$226.5M
Corporation or Business Clients
2
AUM
$2.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOFLGAHIILLAMIMNNCNENVNYOHORPASCTNTXUTVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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