SUNSET STRATEGIC FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 161606
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sunset Strategic Financial Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges fees on a hybrid basis: a percentage of assets under management as well as hourly and fixed-fee engagements. Sunset does not market itself as an ESG investor, is not positioned as a capital allocator, and is not identified as a multi-state or pension consultant adviser.
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1GREGORY PASHAK
Managing MemberCRD 5003649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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