GUNDERSON CAPITAL MANAGEMENT

MOUNT PLEASANT, South Carolina·3 registered advisors·CRD# 140795
SEC# 801-1224840760-846-2046
01

Firm Overview

AUM
$228M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Other
Compensation
Percentage of AUM
Fixed fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GUNDERSON CAPITAL MANAGEMENT

3 registered advisors
Jennifer Greene
MOUNT PLEASANT, South Carolina
Tracey Elizabeth Brooten
SAN DIEGO, California
William Fred Gunderson
MOUNT PLEASANT, South Carolina
05

Office Locations

MOUNT PLEASANT, South Carolina
2 advisors
SAN DIEGO, California
1 advisor

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Data sourced from SEC Form ADV filings. GUNDERSON CAPITAL MANAGEMENT (CRD# 140795) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.