Overview
Assets Under Management: $315 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
GUNDERSON CAPITAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140795), GUNDERSON CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
GUNDERSON CAPITAL MANAGEMENT is headquartered in MOUNT PLEASANT, SC.
GUNDERSON CAPITAL MANAGEMENT serves 62 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, GUNDERSON CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
GUNDERSON CAPITAL MANAGEMENT manages $315 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, GUNDERSON CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
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