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SUNSTONE FINANCIAL
SUNSTONE FINANCIAL LLC
CRD 312894
25 ARIZONA PLACE, 5TH FLOOR, CHANDLER, AZ, 85225, United States
Phone
908-800-2145
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$88.7M
Discretionary AUM
$88.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $58.6M |
| High net worth individuals | 16 | $30.1M |
All web addresses on file
Official SEC filing: View on IAPD