Baroldi Gundersen Financial Advisors LLC
Baroldi Gundersen Financial Advisors LLC (CRD# 317002) is a financial advisory firm headquartered in Foothill Ranch, CA. They manage $48,377,227 in 241 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Baroldi Gundersen Financial Advisors LLC
By the Numbers
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Total Assets Under Management48MILLION
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Total Number of Accounts241ACCOUNTS
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Average Account Value$200,735
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Baroldi Gundersen Financial Advisors LLC
1
Vincent Baroldi (CRD# 4784970) is an Investment Advisor Representative working at Baroldi Gundersen Financial Advisors LLC in Foothill Ranch, CA and has over 20 years of experience in the finance industry.
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