Sunlight Peaks Financial Partners, LLC

Sunlight Peaks Financial Partners, LLC (CRD# 315251) is a financial advisory firm headquartered in Glenwood Springs, CO. They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1338 Grand Ave #314, Glenwood Springs, CO 81601
http://sunlightpeaks.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, MD, TX

Financial Advisors at Sunlight Peaks Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sam Beritela, financial advisor Sparks MD
Sam A. Beritela
CRD#: 6043738
Sparks, MD

Sam Beritela (CRD# 6043738) is an Investment Advisor Representative working at Sunlight Peaks Financial Partners, LLC in Sparks, MD and has 1 year of experience in the finance industry.

2
Mark Lewis, financial advisor Phoenix AZ
Mark Lewis
CRD#: 7451462
Phoenix, AZ

Mark Lewis (CRD# 7451462) is an Investment Advisor Representative working at Sunlight Peaks Financial Partners, LLC in Phoenix, AZ and has 1 year of experience in the finance industry.

3
Ryan Parson, financial advisor Glenwood Springs CO
Ryan D. Parson
CRD#: 3269378
Glenwood Springs, CO

Ryan Parson (CRD# 3269378) is an Investment Advisor Representative working at Sunlight Peaks Financial Partners, LLC in Glenwood Springs, CO and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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