Overview
Assets Under Management: $315 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 619
Discretionary Accounts: 619
Regulatory Filings
CRD Number: 140795
Last Filing Date: 2025-02-03 00:00:00
Website: https://gundersoncapital.com