Sunstreet Securities, LLC

Broker-DealerFINRA Member
Total AUM
$6.5M
Discretionary
$0
0% of AUM
Accounts
50
Employees
18
Advisory reps
18
Brokerage reps
18

Firm details

Headquarters
Avondale, Arizona
CRD number
143211
Registered since
July 24, 2007
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types
  • Individuals55.38%
  • HNWI44.62%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sunstreet Securities, LLC is a Nevada-registered independent broker‑dealer that serves individual and family clients. The firm combines brokerage and insurance distribution with advisory services such as financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers. It identifies as a capital allocator and uses a mixed fee model that includes percentage‑of‑AUM billing alongside hourly fees, fixed fees, commissions and other charge types. The firm does not emphasize ESG investing. Business activity centers on retail wealth management rather than institutional consulting or pension work. As an independent broker‑dealer with an owner classified as an individual, Sunstreet blends execution and product access with advisory relationships and the ability to place clients into externally managed strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 5%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Munib Haddad

    CEOCRD 2610231

  • Gerald Pfeifer

    Gerald Pfeifer

    CTOCRD 2139386

Contacts

3 of 16
  • Dennis Weddle

    Registered RepresentativeCRD 2671849

  • Will Bowen

    Registered RepresentativeCRD 821821

  • Thomas Anderson

    Registered RepresentativeCRD 848796

Unlock 13 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Avondale, AZ

Maricopa

Location

Avondale, AZ

Headquartered in Avondale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
10320 W Mc Dowell Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth