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| Sunburst Financial Group LLC
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| |
|---|---|
| CRD # | 283605 |
| SEC # | 801-107720 |
| CIK # | 0001800158 |
| AUM | $578.4 MM (2024-07-22) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 205-823-4949 |
| Address | 600 Vestavia Parkway Vestavia Hills, AL 35216 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.3 | |
| NVDA | 399,550.0 | 4.0 | |
| MSFT | 1,918,222.4 | 3.9 | |
| PG | 338,108.9 | 3.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 133.0 |
| (b) Individuals (high net worth individuals) | 181 | 387.1 |
| (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 | 10 | 47.2 |
| (h) Charitable organizations | 0 | 11.2 |
| (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 | 1,785 | 578.4 |
| By Discretionary | ||
| Discretionary | 1,776 | 531.9 |
| Non-Discretionary | 9 | 46.5 |
| Total | 1,785 | 578.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 578.4 | |
| Total | 1,785 | 578.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800158] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Advisory Group Inc
✚
|
PA | 0.6 |
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Tilson Financial Group Inc
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|
NJ | 0.6 |
|
Breakwater Capital Group
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|
NJ | 0.6 |
|
Grant Street Asset Management Inc
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|
PA | 0.6 |
|
Promethos Capital LLC
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|
MA | 0.6 |
|
Wealth Management Partners LLC
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|
AZ | 0.6 |
|
Ratio Wealth Group LLC
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|
CO | 0.6 |
|
Global Financial Group Advisors LLC
✚
|
MI | 0.6 |
|
GF International Investment Management Limited
✚
|
0.6 |