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 $16...
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Assets Under Mgmt
$163M
Investment Professionals
7
Locations
0
% 401K & Individual
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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