SUNDOWNER CAPITAL MANAGEMENT LLC

725 Nw Broadway Street
Bend, Oregon 97703
Tel: 541-389-3311

About SUNDOWNER CAPITAL MANAGEMENT LLC

SUNDOWNER CAPITAL MANAGEMENT LLC, formally registered with the SEC as SUNDOWNER CAPITAL MANAGEMENT LLC. The firm was established in 02/28/2022. They have over 1 offices throughout the country.

SUNDOWNER CAPITAL MANAGEMENT LLC is a Bend, Oregon based Financial Planning firm with nearly $86,753,566 assets under management, offering retirement planning & investment advisory services to 144 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146253
SEC#	801-123347
Assets Managed by Firm	$86,753,566
No. of Clients	144
No. of Advisors	2

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	144	$86,753,566
Individuals (other than high net worth individuals)	38	$40,332,437
High net worth individuals	6	$37,182,044
Charitable organizations	Fewer than 5 clients	$479,296

Inquire with SUNDOWNER CAPITAL MANAGEMENT LLC

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