SUNSTREET SECURITIES, LLC

Overview

Sunstreet Securities, LLC is an independent broker-dealer organized as an LLC and first registered with the SEC in 2007. The firm serves individual and family clients and combines broker-dealer and insurance-broker activities with advisory services that include financial planning, portfolio management for individuals and small businesses, and selecting outside advisers on behalf of clients. Ownership is held by an individual proprietor and the firm describes itself as a capital allocator, meaning it places client capital with external managers as part of its offering. Compensation is mixed: percentage-based AUM fees are used alongside hourly, fixed-fee, commission and other billing arrangements. Sunstreet does not identify as an active ESG investor and it does not present itself as a multi-state registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices