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Sun Financial, Inc.

● SEC registered since 2024CRD 333404SEC# 801-131464Midvale, UT
Export (members)
Reg. AUM
$175.5M
Employees
5
Accounts
844
Location
Midvale, UT

Sun Financial, Inc. assets under management

Sun Financial, Inc. is an SEC-registered investment adviser based in Midvale, UT. The firm has been registered since 2024. It reports $175.5 million in regulatory assets under management and employs 5 people.
www.facebook.com/presidiowealthmanagementView on SEC.gov ↗

Sun Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Connie Halverson Christiansen ControlChief Compliance OfficerUnder 5%2024
Shane Parker Christiansen ControlCeoOver 75%2003

Frequently asked questions

How much does Sun Financial, Inc. manage?

Sun Financial, Inc. reports $175.5 million in regulatory assets under management on its Form ADV.

How many employees does Sun Financial, Inc. have?

Sun Financial, Inc. reports 5 employees.

Where is Sun Financial, Inc. located?

Sun Financial, Inc. is based in Midvale, UT and has been SEC-registered since 2024.

Does Sun Financial, Inc. disclose fund performance?

Sun Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6967 South River Gate Drive, Suite 102, Midvale, UT 84047
Phone801-290-3201
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK2067342
Discloses disciplinary historyNo

Assets under management

Discretionary$175.5M
Non-discretionary$0
Total (RAUM)$175.5M