Company Information

Get to know The Sunrise Family of Companies

Founded over three decades ago, The Sunrise Family of Companies is a comprehensive financial services firm that operates through several distinct entities, including Sunrise Securities LLC (a registered broker-dealer), Sunrise Asset Management LLC, and Sunrise Financial Group, Inc. The firm provides a wide range of services including private wealth management, investment banking, asset management, and financial planning. With a team that includes Certified Financial Planners™, the company is dedicated to offering personalized financial solutions to individuals, families, and institutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Sunrise Family of Companies

United States

Founded in

1974 (52 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.