SUMUS FINANCIAL LLC

SUMUS FINANCIAL LLC of SHELTON, CT is an SEC-registered investment adviser (CRD 340066).

Registration

• CRD: 340066
• Type: Registered investment adviser
• Location: 100 BEARD SAWMILL RD, SHELTON, CT, 06484
• Phone: (203) 368-1086
• Latest filing: 2026-02-10
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340066 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search