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SUNDVOLD FINANCIAL
1000 W. Nifong
Building 4, Suite 104
Columbia, Missouri 65203
Tel: 573-443-1000
About SUNDVOLD FINANCIAL
SUNDVOLD FINANCIAL, formally registered with the SEC as SUNDVOLD FINANCIAL. The firm was established in 11/18/1999. They have over 1 offices throughout the country.
SUNDVOLD FINANCIAL is a Columbia, Missouri based Financial Planning firm with nearly $234,000,000 assets under management, offering retirement planning & investment advisory services to 450 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108176 |
| SEC# | 801-57007 |
| Assets Managed by Firm | $234,000,000 |
| No. of Clients | 450 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 450 | $234,000,000 |
| Individuals (other than high net worth individuals) | 450 | $234,000,000 |
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