SUNSTONE ADVISORS, LLC

18881 Von Karman Avenue
Floor 5, Suite 500
Irvine, California 92612
Tel: 949-744-7808

About SUNSTONE ADVISORS, LLC

SUNSTONE ADVISORS, LLC, formally registered with the SEC as SUNSTONE ADVISORS, LLC. The firm was established in 01/20/2023. They have over 2 offices throughout the country.

SUNSTONE ADVISORS, LLC is a Irvine, California based Financial Planning firm with nearly $104,918,690 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324002
SEC#	801-127225
Assets Managed by Firm	$104,918,690
No. of Clients	9
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$104,918,690
Other investment advisers	Fewer than 5 clients	$3,000,000

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