Sunlight Financial LLC

Sunlight Financial LLC (CRD# 173309) is a financial advisory firm headquartered in , . They manage $34,000,000 in 347 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $97,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Sunlight Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul W. Furusho
CRD#: 2165709
San Francisco, CA
93
Wealthminder
score

Paul Furusho (CRD# 2165709) is an Investment Advisor Representative working at Sunlight Financial LLC in San Francisco, CA and has over 25 years of experience in the finance industry.

2
Everest K. Wong
CRD#: 3166711
San Francisco, CA
86
Wealthminder
score

Everest Wong (CRD# 3166711) is an Investment Advisor Representative working at Sunlight Financial LLC in San Francisco, CA and has over 17 years of experience in the finance industry. Everest Wong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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