| As of Date | 01/13/2026 |
| Registration | SEC, Approved, 05/02/2014 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 706,944,944 36% |
| of that, discretionary | 706,944,944 40% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 855,866 21% |
| % High Net Worth | 45.41% 28% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name DAVID LUNDGREN & COMPANY | Filing Date07/08/2025 | Form ADV-E View Report |
| Accounting Firm Name DAVID LUNDGREN & COMPANY | Filing Date07/23/2024 | Form ADV-E View Report |