SUN MOUNTAIN CAPITAL ADVISORS, LLC

SANTA FE, New Mexico·4 registered advisors·CRD# 151477
SEC# 801-723124505-780-4218
01

Firm Overview

AUM
$599M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at SUN MOUNTAIN CAPITAL ADVISORS, LLC

4 registered advisors
Brian Peter Birk
SANTA FE, New Mexico
Edward Samuel Markman
SANTA FE, New Mexico
Leslie Rae Shaw
SANTA FE, New Mexico
Reed Handy Soehnel
SANTA FE, New Mexico
05

Office Locations

SANTA FE, New Mexico
4 advisors

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Data sourced from SEC Form ADV filings. SUN MOUNTAIN CAPITAL ADVISORS, LLC (CRD# 151477) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.