Scundi Investment Management, LLC
Scundi Investment Management, LLC (CRD# 149633) is a financial advisory firm headquartered in Cupertino, CA. They manage $500,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Scundi Investment Management, LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$500,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Scundi Investment Management, LLC
1
Lee Scundi (CRD# 4361893) is an Investment Advisor Representative working at Scundi Investment Management, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.
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