Falists
← Back to search

SUNDVOLD FINANCIAL

SUNDVOLD CAPITAL MANAGEMENT LLC

CRD 108176 · SEC 801-57007

Visit website

1000 W. NIFONG, BUILDING 4, SUITE 104, COLUMBIA, MO, 65203, United States

Phone

573-443-1000

Fax

573-443-8888

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$232.9M

Discretionary AUM

$0

Team

5 total employees; 5 advisory reps; 45 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals480$232.9M

States served

MO

All web addresses on file

Official SEC filing: View on IAPD