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SUNBURST FINANCIAL GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$808,066,543
Discretionary
$740,557,262
Non-discretionary
$67,509,281

Firm details

CRD number
283605
SEC file number
801-107720
Main office
VESTAVIA HILLS, AL, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.