SUNBURST FINANCIAL GROUP, LLC of VESTAVIA HILLS, AL is an SEC-registered investment adviser (CRD 283605). Regulatory assets under management: $808.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jonathan Michael Winzeler | MEMBER & CHIEF INVESTMENT OFFICER; MEMBER & MANAGING PARTNER | — |
| James Randolph Martin | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER | — |
| Robert Barry Rhea | MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; MEMBER & CHIEF FINANCIAL OFFICER | — |
| Zachary Herschel Bullock | CHIEF FINANCIAL OFFICER | — |
| Matthew S Morris | CHIEF INVESTMENT OFFICER | — |
| MARTIN JAMES RANDOLPH | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| WINZELER JONATHAN MICHAEL | MEMBER; MEMBER & CHIEF INVESTMENT OFFICER | — |
| RHEA ROBERT BARRY | MEMBER; MEMBER & CHIEF FINANCIAL OFFICER | — |