Sunlight Peaks Financial Partners, LLC
Sunlight Peaks Financial Partners, LLC is an SEC-registered ria with $43.4M assets under management (AUM, regulatory AUM), -65% over one year. See who owns Sunlight Peaks Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315251, data through 2023-07-25.
- AUM (assets under management / regulatory AUM)
- $43.4M (2023-07-25)
- Firm type
- Ria
- Employees
- 3
- Clients
- 13
- CRD
- 315251
- Ownership
- PARSON, RYAN, DOUGLAS; BERITELA, SAM, A; Katz, Ellen, Sachs; HERITAGE CAPITAL USA, INC; MENDOZA, MELANIE, HOPE
How much AUM does Sunlight Peaks Financial Partners, LLC have?
Sunlight Peaks Financial Partners, LLC reported $43.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-07-25).
Who owns Sunlight Peaks Financial Partners, LLC?
Disclosed owners and executives of Sunlight Peaks Financial Partners, LLC include PARSON, RYAN, DOUGLAS, BERITELA, SAM, A, Katz, Ellen, Sachs, HERITAGE CAPITAL USA, INC, MENDOZA, MELANIE, HOPE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.