SUNSTONE FINANCIAL

SUNSTONE FINANCIAL of CHANDLER, AZ is an SEC-registered investment adviser (CRD 312894). Regulatory assets under management: $88.7M.

Registration

• CRD: 312894
• Type: Registered investment adviser
• Location: 25 ARIZONA PLACE, CHANDLER, AZ, 85225
• Phone: 908-800-2145
• Latest filing: 2026-03-05
• Regulatory AUM: $88.7M
• Discretionary AUM: $88.7M
• Clients: 2
• Accounts: 294

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312894 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search