SUNSTONE ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$122,826,584
Discretionary
$76,965,771
Non-discretionary
$45,860,813
Firm details
- CRD number
- 324002
- SEC file number
- 801-127225
- Main office
- IRVINE, CA, United States
- Employees
- 25
- SEC status
- Approved
- Website
- https://Sunstoneadvisor.com
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.