Sunstreet Securities, LLC
Firm details
- Headquarters
- Avondale, Arizona
- CRD number
- 143211
- Registered since
- July 24, 2007
- Website
- www.sunstreetsecurities.com
- 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
FINTRXOverview
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
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 Funds95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2Munib Haddad
CEOCRD 2610231

Gerald Pfeifer
CTOCRD 2139386
Contacts
3 of 16Dennis Weddle
Registered RepresentativeCRD 2671849
Will Bowen
Registered RepresentativeCRD 821821
Thomas Anderson
Registered RepresentativeCRD 848796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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