Scundi Investment Management, LLC

Scundi Investment Management, LLC (CRD# 149633) is a financial advisory firm headquartered in Cupertino, CA. They manage $500,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10080 N.wolfe Rd, Sw3-200, Cupertino, CA 95014
https://www.scundi-invest.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Scundi Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lee Scundi, financial advisor Mountain View CA
Lee A. Scundi
CRD#: 4361893
Mountain View, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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