BAROLDI GUNDERSEN FINANCIAL ADVISORS LLC
CRD #317002 SEC #801-122680 FOOTHILL RANCH, CA 949-472-9432
SEC Registered
Total AUM
$13.5M
Discretionary
$0
Employees
1
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $13.5M | $0 | $13.5M | 1 | 0 |
| Feb 2022 | $13.5M | $0 | $13.5M | 1 | 0 |
| Feb 2022 | $13.5M | $0 | $13.5M | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
DateMar 2022
Total AUM$13.5M
Discretionary$0
Non-Disc.$13.5M
Employees1
Clients0
DateFeb 2022
Total AUM$13.5M
Discretionary$0
Non-Disc.$13.5M
Employees1
Clients0
DateFeb 2022
Total AUM$13.5M
Discretionary$0
Non-Disc.$13.5M
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0