Home
›
Firms
›
SUN FINANCIAL, INC.
SUN FINANCIAL, INC.
PRESIDIO WEALTH MANAGEMENT
MIDVALE, Utah
·
2 registered advisors
·
CRD# 333404
SEC# 801-131464
0
801-290-3201
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
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 Management
Wealth Management
Fee-Only Advisory
04
Advisors at SUN FINANCIAL, INC.
2 registered advisors
Connie Halverson Christiansen
MIDVALE, Utah
CRD# 6215721
Shane Parker Christiansen
MIDVALE, Utah
CRD# 3002444
05
Office Locations
MIDVALE, Utah
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.