SUNSTONE PARTNERS

400 S. El Camino Real
Suite 1500
San Mateo, California 94402
Tel: 1-650-289-4400

About SUNSTONE PARTNERS

SUNSTONE PARTNERS, formally registered with the SEC as SUNSTONE PARTNERS. The firm was established in 09/20/2019. They have over 1 offices throughout the country.

SUNSTONE PARTNERS is a San Mateo, California based Financial Planning firm with nearly $2,155,315,048 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305064
SEC#	801-117367
Assets Managed by Firm	$2,155,315,048
No. of Clients	8
No. of Advisors	37

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$2,155,315,048

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