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Sunrise Financial Services LLC

● SEC registered since 2025CRD 325955SEC# 801-132461Burien, WA
Export (members)
Reg. AUM
$137.6M
Employees
5
Accounts
650
Location
Burien, WA

Sunrise Financial Services LLC assets under management

Sunrise Financial Services LLC is a registered investment adviser overseen by the SEC based in Burien, WA. The firm has been registered since 2025. It reports $137.6 million in regulatory assets under management and employs 5 people.
www.instagram.com/sunrisefinancialservicesView on SEC.gov ↗

Sunrise Financial Services LLC owners & executives

1 reported
NameTitleOwnershipSince
Janice Josephine Hammond ControlManaging Member/Investment Advisor Representative/Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Sunrise Financial Services LLC manage?

Sunrise Financial Services LLC reports $137.6 million in regulatory assets under management on its Form ADV.

How many employees does Sunrise Financial Services LLC have?

Sunrise Financial Services LLC reports 5 employees.

Where is Sunrise Financial Services LLC located?

Sunrise Financial Services LLC is based in Burien, WA and has been SEC-registered since 2025.

Does Sunrise Financial Services LLC disclose fund performance?

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

Contact & registration

Address431 SW Ambaum Blvd, Burien, WA 98166
Phone206-420-8520
Fax206-374-2769
Office hoursMonday-Thursday 8a.m.-5p.m.; Friday 8a.m.-3p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.6M
Non-discretionary$0
Total (RAUM)$137.6M