S
$88.7M Total AUM
$88.7M Disc. AUM
-- 3Y CAGR
2 Employees
216 ADV. Clients
5 yrs Firm Age
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- Custodian
- American Funds · Capital Bank · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-16-2021
- Office Locations
- 1
Office Locations
25 Arizona Place 5TH Floor Chandler AZ
About Sunstone Financial
Sunstone Financial is a Chandler, AZ-based RIA serving retail clients with goal-based investing and comprehensive financial planning. The firm follows a five-step process (discover, assess, evaluate options, implement, manage change) focused on retirement, college planning, and major life transitions. Investment implementation primarily uses ETFs and public funds, emphasizing asset allocation and risk management.
Team overview
-- AVG AGE
$44.3M AVG AUM / ADVISOR
$410.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARK DARREN GODFREY
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #2786657
- Ownership
- 75% or more
Available
Available
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D
Darius Rocco Godfrey
--
- CRD
- #7681849
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,690,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,690,560 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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