$38.7M Total AUM
$38.7M Disc. AUM
-- 3Y CAGR
2 Employees
114 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2017
- Office Locations
- 2
Office Locations
-- Culver City CA
-- Olympia WA
About Sustain Financial Inc.
Sustain Financial Inc. is a Washington RIA providing CFP-led, fiduciary financial planning and either advice-only support for DIY investors or ongoing discretionary portfolio management. The firm focuses on low-cost, index-tracking portfolios and offers vetted socially responsible investing options. Founded in 2017 to help teachers, it serves values-driven households and can custody assets at Charles Schwab.
Team overview
39 AVG AGE
$19.3M AVG AUM / ADVISOR
$339.3K AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
L
Lorri Michelle DeFoor
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #6604621
- Ownership
- 75% or more
Available
Available
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Gabriella Cerezo
--
- CRD
- #7126009
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,675,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,675,967 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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