Baroldi Gundersen Financial Advisors LLC
Baroldi Gundersen Financial Advisors LLC is an SEC-registered ria with $13.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Baroldi Gundersen Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317002, data through 2022-03-22.
- AUM (assets under management / regulatory AUM)
- $13.5M (2022-03-22)
- Firm type
- Ria
- Employees
- 1
- Clients
- 19
- CRD
- 317002
- Ownership
- BAROLDI, VINCENT, CHARLES
How much AUM does Baroldi Gundersen Financial Advisors LLC have?
Baroldi Gundersen Financial Advisors LLC reported $13.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-03-22).
Who owns Baroldi Gundersen Financial Advisors LLC?
Disclosed owners and executives of Baroldi Gundersen Financial Advisors LLC include BAROLDI, VINCENT, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.