DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > missouri > columbia
SUNDVOLD FINANCIAL
Tel: 573-443-1000
1000 W. Nifong Building 4, Suite 104
Columbia, Missouri 65203
SUNDVOLD FINANCIAL
SUNDVOLD FINANCIAL is a Columbia, Missouri based financial advisory firm with nearly $234,000,000 in assets under management and provides investment advisory services for 450 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
108176
SEC#:
801-57007
No. of Clients:
450
Assets under Management
$234,000,000
No. of Advisors:
6
More Financial Advisory Firms in Columbia, Missouri
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| EDWARD JONES | 250 | 29003 |
| WELLS FARGO ADVISORS | 19616 | 19871 |
| NISA INVESTMENT ADVISORS, LLC | 107313 | 390 |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | 225 |
| OLIVE STREET INVESTMENT ADVISERS, LLC | 166710 | 218 |
| WELLS FARGO ADVISORS | 11025 | 3227 |
More Firms in Columbia, Missouri >>