Sustain Financial Inc.
Firm details
- Headquarters
- ,
- CRD number
- 289303
- Website
- sustain-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.32%
- Individuals13.68%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sustain Financial Inc. is an independent, corporation-structured registered investment adviser serving individual and family clients. The firm is owned by an individual and bills clients through asset-based fees as well as hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Sustain Financial reports it is not an active ESG investor and does not position itself as a pension consultant or capital allocator.
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
- Exchange Traded Equities63%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents17%
Contacts
2 of 2
Lorri DeFoor
OwnerCRD 6604621
Gabriella Cerezo
Financial PlannerCRD 7126009
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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