|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sunburst Financial Group LLC
✚
|
|
|---|---|
| CRD # | 283605 |
| SEC # | 801-107720 |
| CIK # | 0001800158 |
| AUM | $699.0 M (2025-03-21) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 205-823-4949 |
| Address | 600 Vestavia Parkway Vestavia Hills, AL 35216 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.0 | ||
| Apple Inc | 4.7 | ||
| Microsoft Corp | 4.2 | ||
| Procter & Gamble Co | 2.9 | ||
| Amazon Com Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 564 | 126.1 |
| (b) Individuals (high net worth individuals) | 218 | 503.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 57.4 |
| (h) Charitable organizations | 0 | 12.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,103 | 699.0 |
| By Discretionary | ||
| Discretionary | 2,094 | 642.9 |
| Non-Discretionary | 9 | 56.1 |
| Total | 2,103 | 699.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 699.0 | |
| Total | 2,103 | 699.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800158] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paratus Financial Inc
✚
|
TX | 0.7 |
|
Rempart Asset Management Inc
✚
|
0.7 | |
|
Warburton Capital Management LLC
✚
|
OK | 0.7 |
|
Bason Asset Management LLC
✚
|
CO | 0.7 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.7 |
|
Astoria Portfolio Advisors LLC
✚
|
NY | 0.7 |
|
Fiduciary Financial Group LLC
✚
|
CA | 0.7 |
|
Freedom Advisory LLC
✚
|
PR | 0.7 |
|
Buttonwood Financial Group LLC
✚
|
MO | 0.7 |
|
Fiduciary Family Office LLC
✚
|
FL | 0.7 |