Drucker, David J. Dba Sunset Financial Management
Firm details
- Headquarters
- ,
- CRD number
- 107815
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drucker, David J. dba Sunset Financial Management is a sole-proprietorship independent registered investment adviser run by David J. Drucker that serves individuals and families. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. It operates on a fixed-fee model and is also registered as an other financial product salesperson. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities10%
- US Government Bonds10%
- State & Local Bonds10%
- Investment Grade Corp Bonds10%
Contacts
1 of 1David Drucker
OwnerCRD 1842655
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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