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BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC
BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC
FOOTHILL RANCH, California
·
1 registered advisor
·
CRD# 317002
SEC# 801-122680
0
949-472-9432
01
Firm Overview
AUM
$14M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC
1 registered advisor
Vincent Charles Baroldi
FOOTHILL RANCH, California
CRD# 4784970
05
Office Locations
FOOTHILL RANCH, California
1 advisor
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Data sourced from SEC Form ADV filings. BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC (CRD# 317002) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.