SUN FINANCIAL, INC.

PRESIDIO WEALTH MANAGEMENT
MIDVALE, Utah·1 registered advisor·CRD# 333404
SEC# 801-1314640801-290-3201
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at SUN FINANCIAL, INC.

1 registered advisor
Shane Parker Christiansen
MIDVALE, Utah
05

Office Locations

MIDVALE, Utah
1 advisor

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Data sourced from SEC Form ADV filings. SUN FINANCIAL, INC. (CRD# 333404) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.