S
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2018
- Office Locations
- 1
Office Locations
-- Katy TX
About Sunlight Investments
Sunlight Investments is a Katy-based RIA. The firm has been operating for 8 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$493.1K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Owner & Executives
E
Emad A Samman
President
- CRD
- #6900072
- 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 | $2,958,307 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,958,307 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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