SUNRISE FINANCIAL SERVICES LLC
Firm details
- Headquarters
- Burien, Washington
- CRD number
- 325955
- Registered since
- April 18, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL GROUP | AMERICAN FUNDS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.73%
- HNWI38.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sunrise Financial Services LLC is an independent, individual-owned registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Sunrise also operates as an insurance broker, which aligns with its reported use of annuities as part of client solutions. Its fee model includes percentage-of-AUM charges alongside hourly and fixed-fee engagements. The adviser registered with the SEC in 2025 and identifies as not pursuing ESG strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1JANICE HAMMOND
Founder and CEOCRD 5623949
Contacts
2 of 2Jason Houghton
Investment Adviser RepresentativeCRD 4540207
Shelly Maas
Investment ConsultantCRD 2750543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 192Active vs passive
$166M in ETFs
53%
$88.1M
46%
$77.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | American Funds | Active | Large Value | $18.7M | 440,383 | 11.31% |
Location
Burien, WA
KING
Location
Burien, WA
Headquartered in Burien, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 431 SW Ambaum Blvd
- Time zone
- PT (UTC-8)
- Office locations
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