Gunderson Capital Management

Gunderson Capital Management (CRD# 140795) is a financial advisory firm headquartered in San Diego, CA. They manage $93,662,926 in 754 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $124,221
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, HI, IL, LA, MN, NE, NY, OR, TX, UT, WA

Financial Advisors at Gunderson Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Tracey E. Brooten
CRD#: 4874417
101 West Broadway, Suite 1975, San Diego, CA 92101
93
Wealthminder
score

Tracey Brooten (CRD# 4874417) is an Investment Advisor Representative working at Gunderson Capital Management in San Diego, CA and has over 12 years of experience in the finance industry.

2
Candice Daher
CRD#: 6494590
101 West Broadway, Suite 1975, San Diego, CA 92101
87
Wealthminder
score

Candice Daher (CRD# 6494590) is an Investment Advisor Representative working at Gunderson Capital Management in San Diego, CA and has 1 year of experience in the finance industry.

3
Steven T. Nuckols
CRD#: 6320555
101 West Broadway, Suite 1975, San Diego, CA 92101
87
Wealthminder
score

Steven Nuckols (CRD# 6320555) is an Investment Advisor Representative working at Gunderson Capital Management in San Diego, CA and has over 2 years of experience in the finance industry.

4
William F. Gunderson
CRD#: 2451600
101 West Broadway, Suite 1975, San Diego, CA 92101
63
Wealthminder
score

William Gunderson (CRD# 2451600) is an Investment Advisor Representative working at Gunderson Capital Management in San Diego, CA and has over 23 years of experience in the finance industry.

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