SUNBURST FINANCIAL GROUP, LLC

600 Vestavia Parkway
Suite 100
Vestavia Hills, Alabama 35216
Tel: 205-823-4949

About SUNBURST FINANCIAL GROUP, LLC

SUNBURST FINANCIAL GROUP, LLC, formally registered with the SEC as SUNBURST FINANCIAL GROUP, LLC. The firm was established in 04/22/2016. They have over 1 offices throughout the country.

SUNBURST FINANCIAL GROUP, LLC is a Vestavia Hills, Alabama based Financial Planning firm with nearly $578,432,533 assets under management, offering retirement planning & investment advisory services to 1785 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283605
SEC#	801-107720
Assets Managed by Firm	$578,432,533
No. of Clients	1785
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1785	$578,432,533
Individuals (other than high net worth individuals)	539	$132,975,599
High net worth individuals	181	$387,110,835
Pension and profit sharing plans	10	$47,150,257
Charitable organizations	Fewer than 5 clients	$11,166,607
Corporations or other businesses	Fewer than 5 clients	$29,235

More Retirement Planning firms in Vestavia Hills, Alabama:

Firm Name	Assets Under Management	Total Clients	Total Advisors
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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