$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
6 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-15-2020
- Office Locations
- 1
Office Locations
-- Tucson AZ
About Rising SUN Investment Advisers
Rising Sun Investment Advisers (dca401k.com) provides corporate retirement plan services for employers and employee participants, alongside personal lifestyle and financial planning. The firm builds goal- and risk-based investment strategies and insurance planning, with portfolios that may include ETFs and mutual funds. Positions itself as a fiduciary partner and notes 20+ years of helping clients nationwide.
Team overview
-- AVG AGE
$9.9M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
STEPHEN LEE TUFTS
Managing Member, President
- CRD
- #4076496
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,907,189 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,907,189 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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