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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $400,000
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
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 Scundi Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lee A. Scundi
CRD#: 4361893
, Mountain View, CA
98
Wealthminder
score

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.

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