Unclaimed Profile

Gregory Allen Bundy

GRAND TRUNK CAPITAL MANAGEMENT, L.P.·MENLO PARK, California

Clean recordGRAND TRUNK CAPITAL MANAGEMENT, L.P.

2735 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 1289634Firm CRD# 150962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Allen Bundy · MENLO PARK, CA

Registration

CRD #1289634 · GRAND TRUNK CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory Allen Bundy is a registered financial advisor based in MENLO PARK, California, affiliated with GRAND TRUNK CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRAND TRUNK CAPITAL MANAGEMENT, L.P.

AUM

$37M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at GRAND TRUNK CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1289634

Firm CRD# 150962

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Allen Bundy offer?

Gregory Allen Bundy specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Gregory Allen Bundy's credentials?

Gregory Allen Bundy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Allen Bundy located?

Gregory Allen Bundy is based in MENLO PARK, California, working with GRAND TRUNK CAPITAL MANAGEMENT, L.P.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Gregory Allen Bundy charge for services?

Gregory Allen Bundy's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAND TRUNK CAPITAL MANAGEMENT, L.P.?

GRAND TRUNK CAPITAL MANAGEMENT, L.P. is a registered investment adviser with the SEC, managing $37M in regulatory assets under management. See their Form ADV for full details.

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