Gunderson Capital Management

Gunderson Capital Management (CRD# 140795) is a financial advisory firm headquartered in Carlsbad, CA. They manage $84,000,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $210,000
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
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.

CA

Financial Advisors at Gunderson Capital Management
Showing 1 - 3 of 3 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 13 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
William F. Gunderson
CRD#: 2451600
701 Palomar Airport Rd., Suite 170, Carlsbad, CA 92011
63
Wealthminder
score

William Gunderson (CRD# 2451600) is an Investment Advisor Representative working at Gunderson Capital Management in Carlsbad, CA and has over 24 years of experience in the finance industry.

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