GUNDERSON CAPITAL MANAGEMENT
Firm details
- Headquarters
- MOUNT PLEASANT, South Carolina
- CRD number
- 140795
- Registered since
- October 21, 2021
- Website
- www.gundersoncapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.23%
- Individuals42.13%
- Corporations / Businesses0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Gunderson Capital Management is an independent, SEC-registered registered investment adviser (registered in 2021) organized as an LLC. The firm serves both individual and family clients as well as select institutional relationships and bills for advice as a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Gunderson does not describe itself as an active ESG investor and is not listed as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents14%
- US Government Bonds4%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1JENNIFER GREENE
Chief Operations OfficerCRD 7625947
Contacts
2 of 2BARRY KYTE
Portfolio StrategistCRD 4373405
WILLIAM GUNDERSON
PresidentCRD 2451600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$21.2M in ETFs
89%
$18.8M
11%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI SOUTH KOREA ETF (EWY) | BlackRock | Passive | Miscellaneous Region | $8.2M | 66,275 | 38.45% |
Location
MOUNT PLEASANT, SC
CHARLESTON
Location
MOUNT PLEASANT, SC
Headquartered in MOUNT PLEASANT, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 2072 Willbrook Ln
- Time zone
- ET (UTC-5)
- Office locations
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