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Brian Peter Birk

SUN MOUNTAIN CAPITAL ADVISORS, LLC·SANTA FE, New Mexico
Clean recordSUN MOUNTAIN CAPITAL ADVISORS, LLC
527 DON GASPAR AVENUE, SANTA FE, NM 87505CRD# 5857146Firm CRD# 151477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Peter Birk · SANTA FE, NM
Registration
CRD #5857146 · SUN MOUNTAIN CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Peter Birk is a registered financial advisor based in SANTA FE, New Mexico, affiliated with SUN MOUNTAIN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SUN MOUNTAIN CAPITAL ADVISORS, LLC
SUN MOUNTAIN CAPITAL ADVISORS, LLC
AUM
$599M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SUN MOUNTAIN CAPITAL ADVISORS, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5857146
Firm CRD# 151477
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Peter Birk offer?
Brian Peter Birk specializes in Retirement Planning. Contact their office in SANTA FE, New Mexico for a consultation.
What are Brian Peter Birk's credentials?
Brian Peter Birk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Peter Birk located?
Brian Peter Birk is based in SANTA FE, New Mexico, working with SUN MOUNTAIN CAPITAL ADVISORS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Brian Peter Birk charge for services?
Brian Peter Birk's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUN MOUNTAIN CAPITAL ADVISORS, LLC?
SUN MOUNTAIN CAPITAL ADVISORS, LLC has approximately 9 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUN MOUNTAIN CAPITAL ADVISORS, LLC

Edward Samuel Markman
SANTA FE, NM
Leslie Rae Shaw
SANTA FE, NM
Reed Handy Soehnel
SANTA FE, NM

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Research
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