Adviser Profile
| As of Date | 03/10/2021 |
| Registration status | Registration Changed to GUNDERSON CAPITAL MANAGEMENT, LLC |
| ADV Location | MOUNT PLEASANT, SC, United States |
| AUM* | 228,000,000 |
| of that, discretionary | 228,000,000 |
| Number of Employees | 8 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 235,781 |
| % High Net Worth | 8.15% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Reported AUM
228M
195M
163M
130M
98M
65M
33M
2015
2016
2017
2018
2019
2020
2021
Private Funds
No private funds