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

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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