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SUNBURST FINANCIAL GROUP, LLC
CRD 283605 · SEC 801-107720
600 VESTAVIA PARKWAY, SUITE 100, VESTAVIA HILLS, AL, 35216, United States
Phone
205-823-4949
Fax
205-823-4554
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$808.1M
Discretionary AUM
$740.6M
Team
9 total employees; 6 advisory reps; 8 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 609 | $120.7M |
| High net worth individuals | 256 | $595.0M |
| Pension/profit sharing plans | 12 | $69.2M |
States served
AL, CA, GA, LA, MS, PA, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD