$9.3M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
2 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2024
- Office Locations
- 1
Office Locations
-- Windham NH
About Sunflower Financial Planning, LLC
Sunflower Financial Planning, LLC is a Windham-based RIA. The firm has been operating for 2 years. Managing $9.3M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
-- AVG AGE
$9.3M AVG AUM / ADVISOR
$252.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
INNA RIVILIS
Chief Compliance Officer, Owner
- CRD
- #5446775
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,857,725 | -- |
| Non-Discretionary | $7,487,462 | -- |
| Total | $9,345,187 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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