Sunset Strategic Financial Advisors, LLC

Overview

Sunset Strategic Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. Its fee model is a mix of percentage-of-AUM, hourly charges, and fixed fees. The adviser does not position itself as an ESG-focused manager, does not operate as a multi-state or pension consultant, and does not act as a separate capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices