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Building 2BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC

Map pinFOOTHILL RANCH, CA
Phone949-472-9432
NotebookSEC #801-122680
Total AUM
$13.5M
Employees
1
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27442 PORTOLA PARKWAY
SUITE 155
FOOTHILL RANCH
CA 92610
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
949-472-9432

ReceiptFinancials

Total AUM
$13.5M
Accounts
41
Discretionary
$0
Accounts
0
Non-Discretionary
$13.5M
Accounts
41

ContactClients

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HNW Individual Clients
18
AUM
$12.8M
Pension/Profit Sharing Plan Clients
1
AUM
$724.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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