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Building 2MUNDOVAL CAPITAL MANAGEMENT, INC.

Map pinLA JOLLA, CA
Phone858-454-4837
NotebookSEC #801-63477
Total AUM
$91.9M
Employees
3
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7855 IVANHOE AVENUE SUITE 210
LA JOLLA
CA 92037
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
858-454-4837

ReceiptFinancials

Total AUM
$91.9M
Accounts
117
Discretionary
$91.9M
Accounts
117
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$8.3M
HNW Individual Clients
28
AUM
$47.4M
Investment Company Clients
1
AUM
$28M
Charitable Organization Clients
1
AUM
$4.5M
Insurance Company Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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