Sun Financial, Inc.
● SEC registered since 2024CRD 333404SEC# 801-131464Midvale, UT
Reg. AUM
$217.5M
Employees
5
Accounts
903
Location
Midvale, UT
Sun Financial, Inc. assets under management
Sun Financial, Inc. is an SEC-registered investment adviser based in Midvale, UT. The firm has been registered since 2024. It reports $217.5 million in regulatory assets under management and employs 5 people.
Sun Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Connie Halverson Christiansen Control | Chief Compliance Officer | Under 5% | 2024 |
| Shane Parker Christiansen Control | Ceo | Over 75% | 2003 |
Frequently asked questions
How much does Sun Financial, Inc. manage?
Sun Financial, Inc. reports $217.5 million in regulatory assets under management on its Form ADV.
How many employees does Sun Financial, Inc. have?
Sun Financial, Inc. reports 5 employees.
Where is Sun Financial, Inc. located?
Sun Financial, Inc. is based in Midvale, UT and has been SEC-registered since 2024.
Does Sun Financial, Inc. disclose fund performance?
Sun Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6967 South River Gate Drive, Suite 102, Midvale, UT 84047 |
| Phone | 801-290-3201 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2067342 |
| Discloses disciplinary history | No |
Regulatory AUM
$217.5M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$217.5Mregulatory AUM
Discretionary $206.7MNon-discretionary $10.7M