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).
Total Assets Under Management105MILLION
Total Number of Accounts37ACCOUNTS
Average Account Value$2,842,964
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.
Jason Gerlach (CRD# 6033375) is an Investment Advisor Representative working at Sunrise Capital Partners LLC in Carlsbad, CA and has 1 year of experience in the finance industry.