SUN MOUNTAIN CAPITAL ADVISORS, LLC

527 Don Gaspar Avenue
Santa Fe, New Mexico 87505
Tel: 505-780-4218

About SUN MOUNTAIN CAPITAL ADVISORS, LLC

SUN MOUNTAIN CAPITAL ADVISORS, LLC, formally registered with the SEC as SUN MOUNTAIN CAPITAL ADVISORS, LLC. The firm was established in 05/25/2011. They have over 5 offices throughout the country.

SUN MOUNTAIN CAPITAL ADVISORS, LLC is a Santa Fe, New Mexico based Financial Planning firm with nearly $599,019,302 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151477
SEC#	801-72312
Assets Managed by Firm	$599,019,302
No. of Clients	11
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$599,019,302

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