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Building 2SUNRISE FINANCIAL SERVICES LLC

Map pinBURIEN, WA
Phone206-420-8520
NotebookSEC #801-132461
Total AUM
$151.2M
Employees
5
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
431 SW AMBAUM BLVD
BURIEN
WA 98166
United States
Operating Hours
MONDAY-THURSDAY 8AM-5PM; FRIDAY 8AM-3PM
Monday - Friday
Phone
206-420-8520

ReceiptFinancials

Total AUM
$151.2M
Accounts
682
Discretionary
$151.1M
Accounts
672
Non-Discretionary
$116.6K
Accounts
10

ContactClients

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Individual Clients
240
AUM
$93.4M
HNW Individual Clients
31
AUM
$57.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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