D
CRD: 107815
Drucker, David J. DBA Sunset Financial Management
$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-1998
- Office Locations
- 1
Office Locations
8800 Northridge Dr., NE Albuquerque NM
About Drucker, David J. DBA Sunset Financial Management
Drucker, David J. DBA Sunset Financial Management is a Albuquerque-based RIA. The firm has been operating for 27 years. Managing $9.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.9M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Investment Themes
Capital
Investment Vehicles
Ember
Services
Foundation element Unison wave Insight Prime Eagle bridge
Owner & Executives
D
DAVID JAY DRUCKER
President
- CRD
- #1842655
- Ownership
- 75% or more
(951) 402-2906
crest.optima@atlascapital.com
in linkedin.com/in/atlas-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,950,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,950,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,950,000
Public Funds:
24.3% Cash:
16.6% Corporate - Investment Grade:
8.4% Equity - Exchange:
11.5% Municipal Bonds:
20.6% U.S. Government/Agency:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,604,091,311 | 24.3% |
| Cash | $1,095,799,002 | 16.6% |
| Corporate - Investment Grade | $554,500,700 | 8.4% |
| Equity - Exchange | $759,137,863 | 11.5% |
| Municipal Bonds | $1,359,846,955 | 20.6% |
| U.S. Government/Agency | $1,227,822,978 | 18.6% |
| Total | $6,601,198,809 | 100.0% |