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Home > Retirement Planners > california > la jolla > MUNDOVAL CAPITAL MANAGEMENT, INC.
MUNDOVAL CAPITAL MANAGEMENT, INC.
7855 Ivanhoe Avenue Suite 210
La Jolla, California 92037
Tel: 858-454-4837
About MUNDOVAL CAPITAL MANAGEMENT, INC.
MUNDOVAL CAPITAL MANAGEMENT, INC, formally registered with the SEC as MUNDOVAL CAPITAL MANAGEMENT, INC. The firm was established in 08/30/2004. They have over 1 offices throughout the country.
MUNDOVAL CAPITAL MANAGEMENT, INC. is a La Jolla, California based Financial Planning firm with nearly $73,238,954 assets under management, offering retirement planning & investment advisory services to 98 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132553 |
| SEC# | 801-63477 |
| Assets Managed by Firm | $73,238,954 |
| No. of Clients | 98 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 98 | $73,238,954 |
| Individuals (other than high net worth individuals) | 30 | $6,035,403 |
| High net worth individuals | 23 | $33,856,592 |
| Charitable organizations | 1 | $3,794,903 |
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