SUN FINANCIAL, INC.
Doing business as PRESIDIO WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$217,462,827
Discretionary
$206,712,877
Non-discretionary
$10,749,950
Firm details
- CRD number
- 333404
- SEC file number
- 801-131464
- Main office
- MIDVALE, UT, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.