Drucker, David J. Dba Sunset Financial Management

RIASEC Registered
Total AUM
$9.9M
Discretionary
$9.9M
100% of AUM
Avg account
$995K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
107815
Fee structure
Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Drucker, David J. dba Sunset Financial Management is a sole-proprietorship independent registered investment adviser run by David J. Drucker that serves individuals and families. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. It operates on a fixed-fee model and is also registered as an other financial product salesperson. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 10%, US Government Bonds 10%, State & Local Bonds 10%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 10%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities10%
  • US Government Bonds10%
  • State & Local Bonds10%
  • Investment Grade Corp Bonds10%

Contacts

1 of 1
  • David Drucker

    OwnerCRD 1842655

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth