Sunlight Peaks Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
12
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
4
Average account size
$0
Client services
Fee options
Flat fee ranges from $25,000 to $50,000 annually, negotiable based on complexity and scope
Account minimum: No minimum required to provide advisory services; generally clients have at least $1 million of investment assets Minimum fee: Annual flat fees generally range from $25,000 to $50,000, negotiable depending on complexity and scope Fee-only: Flat fee-based financial planning and investment consulting services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sunlight Peaks Financial Partners, LLC
Glenwood Springs CO, United States
Number of offices
4
Forms ADV
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