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SUNSET RETIREMENT ADVISORS LLC
CRD 333226
350 EAST CENTER STREET, #10, PROVO, UT, 84606, United States
Phone
801-850-3013
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.5M
Discretionary AUM
$3.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $1.8M |
| Pension/profit sharing plans | 9 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD