Gunderson Capital Management, Inc. - 10 Reviews - Birdeye

Read 10 customer reviews of Gunderson Capital Management, Inc., one of the best Financial Services businesses at 701 Palomar Airport Rd #170, Carlsbad, CA 92011 United States. Find …

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GUNDERSON CAPITAL MANAGEMENT INC. - WhaleWisdom.com

2 weeks from now

Dec 31, 2024 · Gunderson Capital Management is a large advisory firm with 562 clients and discretionary assets under management (AUM) of $227,680,902 (Form ADV from 2024-07 …

whalewisdom.com

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Gunderson Capital Management Inc. - 13F

2 weeks from now

Gunderson Capital Management Inc. reported 37 holdings with total value $203 M as of Q4 2024. Top holdings included NVDA, ARISTA NETWORKS INC, META, PLTR, and SPOT. ...

13f.info

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Investors Capital Management Review 2025 - Investor.com

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Oct 16, 2024 · Investors Capital Management, registered in 2012, serves 1 state(s) with a licensed staff of 2 advisors. Investors Capital Management manages $58.6 million and …

investor.com

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PER Stirling Capital Management Review 2025 - Investor.com

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Oct 16, 2024 · PER Stirling Capital Management, registered in 2009, serves 22 state(s) with a licensed staff of 29 advisors. PER Stirling Capital Management manages $1.2 billion and …

investor.com

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Applied Digital Sees Unusually High Options Volume …

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1 day ago · Finally, Gunderson Capital Management Inc. purchased a new position in shares of Applied Digital in the 4th quarter worth $83,000. Institutional investors own 65.67% of the …

marketbeat.com

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Gunderson Capital Management Review 2025 - Investor.com

2 weeks from now

Total AUM: $238.0 millionAverage Client Balance: $366,153Advisor / Client Ratio: 1:163

investor.com

FAQs about Gunderson Capital Management, Inc. - 10 Reviews - Birdeye Coupon?

Who is Gunderson Capital Management?

Gunderson Capital Management, registered in 2021, serves 22 state (s) with a licensed staff of 2 advisors. Gunderson Capital Management manages $227.7 million and provides investment advisory services for 562 clients (1:281 advisor/client ratio). Is this your firm? Become a Mission Supporter ...

How much does Gunderson Capital Management make?

Gunderson Capital Management manages $227.7 million and provides investment advisory services for 562 clients (1:281 advisor/client ratio). Is this your firm? Become a Mission Supporter Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...

Why should you choose Gunderson Capital Management?

This active portfolio is best suited for investors seeking fixed-income exposure in retirement or as a complement to their equity/stock portfolios. Most clients hire Gunderson Capital Management for the management of their assets, but over time clients come to understand the significant value in these ongoing, non-investment-oriented services. ...

What is Gunderson Capital Management's biggest holding?

Gunderson Capital Management's largest holding is Lilly (Eli) & Co., with shares held of 18,658. Their last reported 13F filing for Q4 2023 included $175,000,964 in managed 13F securities and a top 10 holdings concentration of 49.01%. ...

Does Gunderson capital MGT Inc pay dividends?

Book The opinions expressed are those of Gunderson Capital Mgt. Inc. Employees and clients of Gunderson Capital Mgt. Inc. may buy or sell securities mentioned without prior notice. Past performance does not indicate future results. Performance results include dividends paid BUT DO NOT INCLUDE TRANSACTION COSTS OR MANAGEMENT FEES. ...

Does Bill Gunderson have a stock grading system?

Gain instant access to Bill Gunderson’s stock grading system. View over 6,000 stocks analyzed and sorted by Company Name, Market Cap, Ranking, and Risk Profile. Gain instant access to Bill Gunderson’s stock grading system. View over 5500 stocks analyzed and sorted by The Best Stocks Now! ...