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Natalie Gumina Mcintosh

MUNDOVAL CAPITAL MANAGEMENT, INC.·LA JOLLA, California
Clean recordMUNDOVAL 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Natalie Gumina Mcintosh is a registered financial advisor based in LA JOLLA, California, affiliated with MUNDOVAL CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
MUNDOVAL CAPITAL MANAGEMENT, INC.
MUNDOVAL CAPITAL MANAGEMENT, INC.
AUM
$66M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4902141
Firm CRD# 132553
View on FINRA BrokerCheck →

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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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