1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GUNDERSON CAPITAL MANAGEMENT

Map pinMOUNT PLEASANT, SC
Phone(619)452-1432
NotebookSEC #801-80154
Total AUM
$228M
Employees
8
Clients
650

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
(619)452-1432

ReceiptFinancials

Total AUM
$228M
Accounts
967
Discretionary
$228M
Accounts
967
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
597
AUM
$139.2M
HNW Individual Clients
53
AUM
$88.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
SUBSCRIPTIONS TO THE BEST STOCKS NOW APP
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

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

HandshakeAffiliates

View all affiliates →

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

Feature requires an account