GUNDERSON CAPITAL MANAGEMENT

2072 Willbrook Lane
Mount Pleasant, South Carolina 29466
Tel: 760-846-2046

About GUNDERSON CAPITAL MANAGEMENT

GUNDERSON CAPITAL MANAGEMENT, formally registered with the SEC as GUNDERSON CAPITAL MANAGEMENT. The firm was established in 10/21/2021. They have over 1 offices throughout the country.

GUNDERSON CAPITAL MANAGEMENT is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $315,262,474 assets under management, offering retirement planning & investment advisory services to 619 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140795
SEC#	801-122484
Assets Managed by Firm	$315,262,474
No. of Clients	619
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	619	$315,262,474
Individuals (other than high net worth individuals)	554	$154,193,511
High net worth individuals	62	$160,073,543
Charitable organizations	1	$755,388
Corporations or other businesses	2	$240,032

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GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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