# Sunstreet Securities, LLC

> Sunstreet Securities, LLC is a state-registered investment advisory firm in Avondale, AZ, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 143211
- Filed as: SUNSTREET SECURITIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Avondale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143211
- AdvisorCensus page: https://advisorcensus.com/firm/sunstreet-securities-llc-avondale-az-143211

## Quick answers

**How is Sunstreet Securities, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sunstreet Securities, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sunstreet Securities, LLC located?**
Sunstreet Securities, LLC's principal office is in Avondale, AZ, according to its Form ADV.

**Is Sunstreet Securities, LLC registered with the SEC or a state?**
Sunstreet Securities, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143211.

**How much does Sunstreet Securities, LLC manage?**
Sunstreet Securities, LLC reports $6,500,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Sunstreet Securities, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (11).

**Does Sunstreet Securities, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143211

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $6,500,000
- Discretionary: $0
- Non-discretionary: $6,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $3,600,000 |
| High net worth individuals | 11 | $2,900,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 18 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sunstreetsecurities.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunstreet Securities, LLC (CRD 143211): Form ADV filing data as of October 2026.