SUNRISE FINANCIAL SERVICES LLC
CRD #325955 SEC #801-132461 BURIEN, WA 206-420-8520
SEC Registered
Total AUM
$137.6M
Discretionary
$137.6M
Employees
5
Clients
10
Accounts
650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $137.6M | $137.6M | $0 | 5 | 1 |
| May 2025 | $114.4M | $114.4M | $0 | 5 | 1 |
| Mar 2025 | $114.4M | $114.4M | $0 | 4 | 1 |
DateAug 2025
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees5
Clients1
DateMay 2025
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2025
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees4
Clients1