Sunrise Capital Partners LLC

Sunrise Capital Partners LLC (CRD# 162070) is a financial advisory firm headquartered in Carlsbad, CA. They manage $105,189,679 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $2,842,964
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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

Financial Advisors at Sunrise Capital Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jarod C. Winters
CRD#: 4539244
1000 Aviara Parkway, Suite 205, Carlsbad, CA 92011
93
Wealthminder
score

Jarod Winters (CRD# 4539244) is an Investment Advisor Representative working at Sunrise Capital Partners LLC in Carlsbad, CA and has over 15 years of experience in the finance industry.

2
Jason S. Gerlach
CRD#: 6033375
1000 Aviara Parkway, Suite 205, Carlsbad, CA 92011
88
Wealthminder
score

Jason Gerlach (CRD# 6033375) is an Investment Advisor Representative working at Sunrise Capital Partners LLC in Carlsbad, CA and has over 2 years of experience in the finance industry.

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