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SUNRISE FINANCIAL SERVICES LLC
CRD 325955 · SEC 801-132461
431 SW AMBAUM BLVD, BURIEN, WA, 98166, United States
Phone
206-420-8520
Fax
206-374-2769
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.2M
Discretionary AUM
$151.1M
Team
5 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $93.4M |
| High net worth individuals | 31 | $57.9M |
States served
WA, TX
All web addresses on file
Official SEC filing: View on IAPD