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Building 2SUNDVOLD FINANCIAL

Map pinCOLUMBIA, MO
Phone573-443-1000
NotebookSEC #801-57007
Total AUM
$232.9M
Employees
5
Clients
480

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1000 W. NIFONG
BUILDING 4, SUITE 104
COLUMBIA
MO 65203
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
573-443-1000

ReceiptFinancials

Total AUM
$232.9M
Accounts
480
Discretionary
$0
Accounts
0
Non-Discretionary
$232.9M
Accounts
480

ContactClients

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Individual Clients
480
AUM
$232.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MO

HandshakeAffiliates

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

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