Sundvold Financial
Sundvold Financial is an SEC-registered mass-market adviser in Columbia, MO with $232.9M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Sundvold Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108176, SEC 801-57007, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $232.9M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Columbia, MO
- Employees
- 5
- Clients
- 480
- CRD
- 108176
- Ownership
- SUNDVOLD, JON, THOMAS; ENGLAND, BRYAN, ASHLEY; MORRISON, ERIC, RAY
How much AUM does Sundvold Financial have?
Sundvold Financial reported $232.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Sundvold Financial?
Disclosed owners and executives of Sundvold Financial include SUNDVOLD, JON, THOMAS, ENGLAND, BRYAN, ASHLEY, MORRISON, ERIC, RAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.