65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC

65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser (CRD 175256). Regulatory assets under management: $2.0M.

Registration

• CRD: 175256
• Type: Registered investment adviser
• Phone: 908-442-7465
• Latest filing: 2026-03-30
• Regulatory AUM: $2.0M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Commissions.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175256 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search