Scundi Investment Management, LLC
Scundi Investment Management, LLC (CRD# 149633) is a financial advisory firm headquartered in Cupertino, CA. They manage $2,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$400,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Lee Scundi (CRD# 4361893) is an Investment Advisor Representative working at Scundi Investment Management, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.