S
$5.8M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist · Lincoln Financial · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2012
- Office Locations
- 1
Office Locations
-- Beaverton OR
About Sunset Strategic Financial Advisors, LLC
Sunset Strategic Financial Advisors, LLC is a Beaverton-based RIA. The firm has been operating for 14 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Lincoln Financial.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$584.1K AVG AUM / CLIENT
14.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GREGORY SCOTT PASHAK
Chief Compliance Officer, Managing Member
- CRD
- #5003649
- 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 | $2,598,522 | -- |
| Non-Discretionary | $3,242,860 | -- |
| Total | $5,841,382 | -- |
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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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