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 registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves individual and family clients and operates as a capital allocator, directing client capital to third-party managers as well as managing portfolios directly. Its service mix includes financial planning, discretionary portfolio management for individuals and small businesses, and manager selection, and it also operates as an insurance broker. Fee arrangements are flexible: percentage-of-AUM, hourly engagements, and fixed-fee arrangements are all used. Sunrise does not position itself as an ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Janice Hammond
Founder and CEOCRD 5623949
Contacts
2 of 2
Jason 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
$202M in ETFs
54%
$109M
46%
$93.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $23.2M | 470,685 | 11.47% |
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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