SUSTAIN FINANCIAL INC.
CRD 289303
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$38.7M
Discretionary AUM
$38.7M
Team
2 total employees; 2 advisory reps; 48 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-29
Disciplinary history
No
Verify reputation
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $5.3M |
| High net worth individuals | 23 | $33.4M |
All web addresses on file
- HTTP://WWW.SUSTAIN-FINANCIAL.COM/
- HTTPS://WWW.FACEBOOK.COM/SUSTAIN-FINANCIAL-INC-1391058397654556/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/18248683/
- https://www.wingsforwidows.org/coaches/lorri-defoor
- https://westernwashingtonfinancialadvisorsnetwork.com/team-member/lorri-defoor/
- https://connect.xy.planningnetwork.com/find-an-advisor/lorri-defoor-10652
- https://www.napfa.org/member/41567/25292
- https://www.napfa.org/member/94937/25292
- https://connect.xy.planningnetwork.com/find-an-advisor/gabbi-cerezo-40211
- https://www.letsmakeaplan.org/find-a- cip-professional/certified-professional-profile/d3524e7a-aOaa-466a-b659-997bb61a7aal
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/8ac352e2-cea9-4ed8-9003-4d8cebc1284b
Official SEC filing: View on IAPD