S
$151.2M Total AUM
$151.1M Disc. AUM
-- 3Y CAGR
5 Employees
273 ADV. Clients
2 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2024
- Office Locations
- 1
Office Locations
431 SW Ambaum Blvd Burien WA
About Sunrise Financial Services LLC
Sunrise Financial Services LLC is a Burien-based RIA. The firm has been operating for 2 years. Managing $151.2M in total assets under management, with 3 advisory representatives. They custody assets with American Funds and Capital Group.
Team overview
-- AVG AGE
$50.4M AVG AUM / ADVISOR
$554.0K AVG AUM / CLIENT
2 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JANICE JOSEPHINE HAMMOND
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner, President
- CRD
- #5623949
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Jason P Houghton
--
- CRD
- #4540207
Available
Available
Available
S
Shelly M Maas
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- CRD
- #2750543
Available
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Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,132,149 | $224,899 |
| Non-Discretionary | $116,578 | $11,658 |
| Total | $151,248,727 | $221,772 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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