Assets Under Management
$5.9M
Number of Clients
48
Number of Advisors
2
Average Client AUM
$123K
AUM per Advisor
$3.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
SunStreet Securities, LLC provides investment supervisory services primarily to individual clients. Assets are managed on an individualized basis using diversified portfolios tailored to each client's goals. They also offer financial planning and consulting, including asset review services and written financial plans on a fixed fee or hourly basis. SunStreet may refer clients to third-party investment advisors (TPAs) and receives compensation for these referrals.
10320 W. Mcdowell Rd, Bldg F, Suite 6018, Avondale, AZ, 85392