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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sundvold Capital Management LLC
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| CRD # | 108176 |
| SEC # | 801-57007 |
| CIK # | |
| AUM | $234.0 M (2025-02-03) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 573-443-1000 |
| Address | 1000 W Nifong Columbia, MO 65203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 234.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 450 | 234.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 450 | 234.0 |
| Total | 450 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.0 | |
| Total | 450 | 234.0 |
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|---|---|---|
|
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✚
|
GA | 0.2 |
|
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MD | 0.2 |
|
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CA | 0.2 |
|
True Vision MN LLC
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MN | 0.2 |
|
Prospect Hill Management LLC
✚
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0.2 | |
|
LotusGroup Advisors LLC
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|
AWM Financial Services Inc
✚
|
TX | 0.2 |
|
Prota Financial LLC
✚
|
TX | 0.2 |
|
Axiom Investment Management LLC
✚
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NY | 0.2 |
|
Charleston Financial Advisors LLC
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|
SC | 0.2 |