S
$500.0K Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2009
- Office Locations
- 1
Office Locations
-- Mountain View CA
About Scundi Investment Management, LLC
Scundi Investment Management, LLC is a Mountain View-based RIA. The firm has been operating for 17 years. Managing $500.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$500.0K AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
L
LEE ANDREW SCUNDI
Investment Advisor, President
- CRD
- #4361893
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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