Sustain Financial Inc.
Sustain Financial Inc. (CRD# 289303) is a financial advisory firm headquartered in Lacey, WA. They manage $20,278,062 in 115 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts115ACCOUNTS
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Average Account Value$176,331
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Sustain Financial Inc.
1
Lorri Defoor (CRD# 6604621) is an Investment Advisor Representative working at Sustain Financial Inc. in Olympia, WA and has over 8 years of experience in the finance industry.
2
Gabriella Cerezo (CRD# 7126009) is an Investment Advisor Representative working at Sustain Financial Inc. in Olympia, WA and has 1 year of experience in the finance industry.
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