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SUNDVOLD FINANCIAL
Columbia, Missouri
Sundvold Financial, based in Columbia, MO, is a reputable local investment advisory firm with 8 employees. With 7 of them specializing in investment advisory services, they boast a team of highly qualified professionals. Compared to the industry average, their investment advisors manage an impressive average of approximately $376,170,000 in assets under management.
Sundvold Financial's compensation structure is diverse and includes a percentage of assets under management, ensuring their interests are aligned with their clients' success. The firm serves over 440 individual clients, overseeing assets under management exceeding $163,000,000. Notably, more than 80% of their assets are derived from employer 401Ks and individuals, attesting to their expertise in managing these types of accounts.
Recognized for their proficiency, Sundvold Financial excels in handling 401K plans for both employers and employees. Additionally, they provide comprehensive insurance brokerage and agent services, offering clients a well-rounded financial solution.
With their main office located in Columbia, MO, Sundvold Financial is deeply rooted in the local community. The firm's longevity is evidenced by their team of seasoned advisors, including Bryan England, Robert Weagley, and Jon Sundvold, who have been serving clients with dedication and expertise for many years.
Overall, Sundvold Financial stands out as a trusted and experienced investment advisory firm, offering personalized financial solutions and successfully managing significant assets for a diverse client base in Columbia, MO, and beyond.
EAGLE BLUFFS WEALTH MANAGEMENT LLC
Columbia, Missouri
Eagle Bluffs Wealth Management LLC, based out of Columbia, MO, is a reputable investment advisory firm with a strong focus on personalized financial solutions. With over 120 individual clients and assets under management totaling $173,521,000, they provide comprehensive wealth management services tailored to their clients' specific needs.
As a small firm with a single office, Eagle Bluffs Wealth Management LLC prioritizes building long-term relationships with their clients, ensuring a high level of attention and commitment to their financial goals. Their client base predominantly consists of employer 401K plans and individual investors, accounting for over 80% of their assets under management. With their extensive experience in managing 401K plans, both for employers and employees, they offer expert guidance in maximizing retirement savings and optimizing investment strategies.
The firm boasts a team of highly qualified professionals, including three dedicated investment advisors out of their total of five employees. With an average of $57,840,000 in assets under management per investment advisor, they provide personalized attention and strategic advice to their clients. Eagle Bluffs Wealth Management LLC primarily operates under a compensation structure that includes a percentage of assets under management.
Their team comprises seasoned advisors, such as Edgerly Roberts, Jessica Humble, and Nicholas Thurwanger, who have been with the firm for an extended period. Their deep knowledge and experience contribute to the firm's success and reputation.
Overall, Eagle Bluffs Wealth Management LLC stands out as a trusted partner in helping clients navigate the complexities of wealth management, offering comprehensive solutions that align with their financial aspirations and long-term objectives.
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EAGLE BLUFFS WEALTH MANAGEMENT LLC
Columbia, Missouri
Eagle Bluffs Wealth Management LLC, based out of Columbia, MO, is a reputable investment advisory firm with a strong focus on personalized financial solutions. With over 120 individual clients and assets under management totaling $173,521,000, they provide comprehensive wealth management services tailored to their clients' specific needs.
As a small firm with a single office, Eagle Bluffs Wealth Management LLC prioritizes building long-term relationships with their clients, ensuring a high level of attention and commitment to their financial goals. Their client base predominantly consists of employer 401K plans and individual investors, accounting for over 80% of their assets under management. With their extensive experience in managing 401K plans, both for employers and employees, they offer expert guidance in maximizing retirement savings and optimizing investment strategies.
The firm boasts a team of highly qualified professionals, including three dedicated investment advisors out of their total of five employees. With an average of $57,840,000 in assets under management per investment advisor, they provide personalized attention and strategic advice to their clients. Eagle Bluffs Wealth Management LLC primarily operates under a compensation structure that includes a percentage of assets under management.
Their team comprises seasoned advisors, such as Edgerly Roberts, Jessica Humble, and Nicholas Thurwanger, who have been with the firm for an extended period. Their deep knowledge and experience contribute to the firm's success and reputation.
Overall, Eagle Bluffs Wealth Management LLC stands out as a trusted partner in helping clients navigate the complexities of wealth management, offering comprehensive solutions that align with their financial aspirations and long-term objectives.
CONVERGENCE FINANCIAL
Columbia, Missouri
Convergence Financial, a local investment advisory firm based in Columbia, MO, boasts a substantial client base and impressive assets under management. With over 1,500 individual clients, they oversee a total of $298,064,000 in assets. Operating out of six offices, Convergence Financial has established a strong presence in the community.
Renowned for their expertise in managing employer 401Ks and individual investments, the firm demonstrates extensive experience in this realm. An impressive 82% of the assets they oversee are discretionary, reflecting their commitment to providing personalized and tailored investment solutions.
Convergence Financial adopts a diverse compensation structure, offering clients various options that suit their needs. These options include a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships.
With a dedicated team of 22 employees, almost all of whom are investment advisors, Convergence Financial emphasizes the importance of delivering exceptional service and sound financial advice. Each investment advisor manages an average of $14,900,000 in assets, demonstrating their ability to handle substantial portfolios effectively.
The firm takes pride in its long-serving advisors, including Robert Braun, Travis Cook, and John Briscoe, who contribute their extensive industry knowledge and expertise to the team. Their presence underscores the continuity and stability that clients can rely on when partnering with Convergence Financial.
Driven by a commitment to excellence and a deep understanding of the financial landscape, Convergence Financial stands as a trusted and reliable investment advisory firm, serving the needs of individuals and organizations alike in the Columbia, MO area.
JJP CAPITAL MANAGEMENT, INC.
Columbia, Missouri
JJP Capital Management, Inc. is a highly reputable investment advisory firm based out of Columbia, MO. With a team of two dedicated professionals, they offer exceptional financial services to their clients. Each investment advisor at JJP Capital Management, Inc. oversees an impressive average of approximately $192,090,000 in assets under management, surpassing the industry average.
The firm's compensation structure is flexible, catering to diverse client needs. It includes various types of fees, such as a percentage of assets under management and hourly charges, ensuring transparency and alignment with client interests. JJP Capital Management, Inc. currently serves over 40 individual clients, managing a substantial total of over $286,834,000 in assets.
Primarily focusing on high net worth individuals, the firm specializes in managing significant portfolios. While the majority of assets under management are for individual clients, JJP Capital Management, Inc. also possesses the capability to manage employer funds, expanding their range of services. Notably, all assets they manage are handled on a discretionary basis, demonstrating their expertise and trustworthiness.
Despite being a small firm, JJP Capital Management, Inc. has established a strong presence in the financial industry. With one office in Columbia, MO, they provide personalized attention and tailored investment strategies to meet their clients' goals. Committed to excellence, JJP Capital Management, Inc. is dedicated to delivering superior financial solutions and maintaining lasting partnerships with their valued clients.
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