← Tributary

SUNDVOLD FINANCIAL

COLUMBIA, MO · CRD 108176 · IAPD ↗ · sundvold.com · 573-443-1000

$232.9MRegulatory AUM
5Advisory reps
5Employees
45Clients
251-500Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — SUNDVOLD FINANCIAL reported RAUM up 28% ($163.0M -> $209.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.