SUNSET FINANCIAL SERVICES, INC.
CRD #3538 SEC #801-71636 KANSAS CITY, MO 816-753-7000
SEC Registered Broker-Dealer Disclosures
Total AUM
$74.9M
Discretionary
$0
Employees
90
Clients
51
Accounts
458
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2014 | $74.9M | $0 | $74.9M | 90 | 1,600 |
| Dec 2014 | $74.9M | $0 | $74.9M | 90 | 1,600 |
| Mar 2014 | $74.9M | $0 | $74.9M | 90 | 1,600 |
| Nov 2013 | $56.9M | $0 | $56.9M | 318 | 1,600 |
| Oct 2013 | $56.9M | $0 | $56.9M | 318 | 1,600 |
| Aug 2013 | $56.9M | $0 | $56.9M | 318 | 1,600 |
| Jul 2013 | $56.9M | $0 | $56.9M | 318 | 1,600 |
| Mar 2013 | $56.9M | $0 | $56.9M | 318 | 1,600 |
| Mar 2013 | $104.5M | $4.2M | $100.4M | 475 | 1,700 |
| Oct 2012 | $104.5M | $4.2M | $100.4M | 501 | 1,700 |
| Apr 2012 | $104.5M | $4.2M | $100.4M | 501 | 1,700 |
| Mar 2012 | $104.5M | $4.2M | $100.4M | 501 | 1,700 |
| Nov 2011 | $50.4M | $7.5M | $42.9M | 501 | 1,000 |
| Mar 2011 | $50.4M | $7.5M | $42.9M | 501 | -- |
| Jan 2011 | $37.3M | $7.9M | $29.4M | 501 | -- |
| Jul 2010 | $37.3M | $7.9M | $29.4M | 501 | -- |
| Jul 2010 | $37.3M | $7.9M | $29.4M | 501 | -- |
| Jun 2010 | $37.3M | $7.9M | $29.4M | 501 | -- |
DateDec 2014
Total AUM$74.9M
Discretionary$0
Non-Disc.$74.9M
Employees90
Clients1,600
DateDec 2014
Total AUM$74.9M
Discretionary$0
Non-Disc.$74.9M
Employees90
Clients1,600
DateMar 2014
Total AUM$74.9M
Discretionary$0
Non-Disc.$74.9M
Employees90
Clients1,600
DateNov 2013
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees318
Clients1,600
DateOct 2013
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees318
Clients1,600
DateAug 2013
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees318
Clients1,600
DateJul 2013
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees318
Clients1,600
DateMar 2013
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees318
Clients1,600
DateMar 2013
Total AUM$104.5M
Discretionary$4.2M
Non-Disc.$100.4M
Employees475
Clients1,700
DateOct 2012
Total AUM$104.5M
Discretionary$4.2M
Non-Disc.$100.4M
Employees501
Clients1,700
DateApr 2012
Total AUM$104.5M
Discretionary$4.2M
Non-Disc.$100.4M
Employees501
Clients1,700
DateMar 2012
Total AUM$104.5M
Discretionary$4.2M
Non-Disc.$100.4M
Employees501
Clients1,700
DateNov 2011
Total AUM$50.4M
Discretionary$7.5M
Non-Disc.$42.9M
Employees501
Clients1,000
DateMar 2011
Total AUM$50.4M
Discretionary$7.5M
Non-Disc.$42.9M
Employees501
Clients--
DateJan 2011
Total AUM$37.3M
Discretionary$7.9M
Non-Disc.$29.4M
Employees501
Clients--
DateJul 2010
Total AUM$37.3M
Discretionary$7.9M
Non-Disc.$29.4M
Employees501
Clients--
DateJul 2010
Total AUM$37.3M
Discretionary$7.9M
Non-Disc.$29.4M
Employees501
Clients--
DateJun 2010
Total AUM$37.3M
Discretionary$7.9M
Non-Disc.$29.4M
Employees501
Clients--