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| Sun Financial Inc
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|---|---|
| CRD # | 333404 |
| SEC # | 801-131464 |
| CIK # | 0002070845, 0002067342 |
| AUM | 217.5 M (2026-03-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 801-290-3201 |
| Address | 6967 South River Gate Drive Midvale, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.5 | ||
| Alphabet Inc | 4.3 | ||
| Apple Inc | 3.2 | ||
| Amazon Com Inc | 2.7 | ||
| Quanta Services Inc | 2.2 | ||
| Microsoft Corp | 2.2 | ||
| Caterpillar Inc | 2.2 | ||
| GE Vernova Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Facebook Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 322 | 93.7 |
| (b) Individuals (high net worth individuals) | 57 | 123.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 903 | 217.5 |
| By Discretionary | ||
| Discretionary | 860 | 206.7 |
| Non-Discretionary | 43 | 10.7 |
| Total | 903 | 217.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.5 | |
| Total | 903 | 217.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002067342] | |
| 10-K | [0002070845] | |
| 10-Q | [0002070845] | |
| 8-K | [0002070845] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 26 |
| Serves | Institutional, Retail, Research |
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