Baroldi Gundersen Financial Advisors LLC

Baroldi Gundersen Financial Advisors LLC (CRD# 317002) is a financial advisory firm headquartered in Foothill Ranch, CA. They manage $48,377,227 in 241 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
27442 Portola Parkway, Suite 155, Foothill Ranch, CA 92610
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $200,735
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Baroldi Gundersen Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Vincent Baroldi, financial advisor Foothill Ranch CA
Vincent C. Baroldi
CRD#: 4784970
27442 Portola Parkway, Suite 155, Foothill Ranch, CA 92610

Vincent Baroldi (CRD# 4784970) is an Investment Advisor Representative working at Baroldi Gundersen Financial Advisors LLC in Foothill Ranch, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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