Sunrise Financial Services LLC
Firm details
- Headquarters
- Burien, Washington
- CRD number
- 325955
- Registered since
- April 18, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CAPITAL GROUP | AMERICAN FUNDS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.73%
- HNWI38.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sunrise Financial Services LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm serves mainly individual and family clients and combines financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. It also operates as an insurance broker and bills clients through a mix of AUM-based fees, hourly charges, and fixed fees. The firm identifies itself as a capital allocator rather than a purely model-driven manager, and it does not describe itself as an ESG-focused or multi-state 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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$219M in ETFs
50%
$110M
46%
$108M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $25.2M | 516,076 | 11.52% |
Location
Burien, WA
King
Location
Burien, WA
Headquartered in Burien, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 431 Sw Ambaum Blvd
- Time zone
- PT (UTC-8)
- Office locations
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