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Natalie Gumina Mcintosh

MUNDOVAL CAPITAL MANAGEMENT, INC.·LA JOLLA, California
Series 7, Series 66Clean record21 years registeredMUNDOVAL CAPITAL MANAGEMENT, INC.
7855 IVANHOE AVENUE SUITE 210, LA JOLLA, CA 92037CRD# 4902141Firm CRD# 132553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Natalie Gumina Mcintosh · LA JOLLA, CA
Registration
CRD #4902141 · MUNDOVAL CAPITAL MANAGEMENT, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

MUNDOVAL CAPITAL MANAGEMENT, INC.
Nov 2006 – present
AXA ADVISORS, LLC
Mar 2005 – Jun 2006
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 14, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUNDOVAL CAPITAL MANAGEMENT, INC.
CRD 132553 · SEC 801-63477
AUM
$66M
Regulatory assets under management
Employees
4
78 client accounts
Services offered by MUNDOVAL CAPITAL MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at MUNDOVAL CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Natalie Gumina Mcintosh offer?
Natalie Gumina Mcintosh specializes in Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Natalie Gumina Mcintosh's credentials?
Natalie Gumina Mcintosh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Gumina Mcintosh located?
Natalie Gumina Mcintosh is based in LA JOLLA, California, working with MUNDOVAL CAPITAL MANAGEMENT, INC.. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Natalie Gumina Mcintosh charge for services?
Natalie Gumina Mcintosh's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNDOVAL CAPITAL MANAGEMENT, INC.?
MUNDOVAL CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Arthur Quicke Johnson
LA JOLLA, CA

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