RIA Intel›Advisers›Arizona›SUNSTREET SECURITIES, LLC

SUNSTREET SECURITIES, LLC

Advisory

AVONDALE, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$130K

across 50 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

18

Assets Under Management

Total AUM$7M

Discretionary AUM$0

Non-Discretionary AUM$7M

Discretionary %0%

Total Clients50

Team

Total Employees18

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

50 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

RRO CAPITAL, LLC

$7M

JOHNSON WEALTH MANAGEMENT, LLC

PHOENIX, AZ

$6M

+25.6% 1Y

POCKET PROJECT LLC

$7M

BONSAI FINANCIAL SERVICES, LLC

$7M

JW HECHT WEALTH MANAGEMENT LLC

PHOENIX, AZ

$6M

BRAD JOHN BECKER

$6M

Get the full picture on SUNSTREET SECURITIES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SUNSTREET SECURITIES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans