SUNDVOLD FINANCIAL
Tel: 573-443-1000 1000 W. Nifong Building 4, Suite 104 Columbia, Missouri 65203
About SUNDVOLD FINANCIAL
SUNDVOLD FINANCIAL is a Columbia, Missouri based financial advisory firm with nearly $234,000,000 in assets under management and provides investment advisory services for 450 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
108176
Firm SEC#:
801-57007
Assets Under Management:
$234,000,000
No. of Clients:
450
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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