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Home > Retirement Planners > california > san mateo > SUNSTONE PARTNERS
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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