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SUNBURST FINANCIAL GROUP, LLC
SUNBURST FINANCIAL GROUP, LLC
VESTAVIA HILLS, Alabama
·
3 registered advisors
·
CRD# 283605
SEC# 801-107720
0
205-823-4949
01
Firm Overview
AUM
$578M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SUNBURST FINANCIAL GROUP, LLC
3 registered advisors
James Randolph Martin
VESTAVIA HILLS, Alabama
CRD# 1620186
Jonathan Michael Winzeler
VESTAVIA HILLS, Alabama
CRD# 4255215
Robert Barry Rhea
VESTAVIA HILLS, Alabama
CRD# 3048210
05
Office Locations
VESTAVIA HILLS, Alabama
3 advisors
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Data sourced from SEC Form ADV filings. SUNBURST FINANCIAL GROUP, LLC (CRD# 283605) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.