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Natalie Gumina Mcintosh

Investment adviser representative at Mundoval Capital Management, Inc.
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$91.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

20 years in the industry.

  1. Mundoval Capital Management, Inc.May 2006 to now
  2. Mundoval FundMay 2006 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Mundoval Capital Management, Inc.

$91.9MAssets managed
67Clients
3Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4902141
Firm CRD
132553
Advisor's SEC record (opens in a new tab)
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