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Building 2SUNBURST FINANCIAL GROUP, LLC

Map pinVESTAVIA HILLS, AL
Phone205-823-4949
NotebookSEC #801-107720
Total AUM
$808.1M
Employees
9
Clients
879

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 VESTAVIA PARKWAY
SUITE 100
VESTAVIA HILLS
AL 35216
United States
Operating Hours
8:30AM - 5PM MON-THURS
FRIDAY 8:30AM - 4PM
Phone
205-823-4949

ReceiptFinancials

Total AUM
$808.1M
Accounts
2,346
Discretionary
$740.6M
Accounts
2,336
Non-Discretionary
$67.5M
Accounts
10

ContactClients

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Individual Clients
609
AUM
$120.7M
HNW Individual Clients
256
AUM
$595M
Pension/Profit Sharing Plan Clients
12
AUM
$69.2M
Charitable Organization Clients
1
AUM
$13.6M
Corporation or Business Clients
1
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGALAMSPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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