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Building 2GUNDER WEALTH MANAGEMENT, LLC

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Phone248-686-0820
NotebookSEC #801-131611
Total AUM
$139M
Employees
2
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT ONLY
Phone
248-686-0820

ReceiptFinancials

Total AUM
$139M
Accounts
585
Discretionary
$126M
Accounts
579
Non-Discretionary
$13M
Accounts
6

ContactClients

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Individual Clients
25
AUM
$8.5M
HNW Individual Clients
80
AUM
$117M
Pension/Profit Sharing Plan Clients
6
AUM
$13M
Corporation or Business Clients
1
AUM
$578.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
ILMITX

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

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