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Sunset Financial Management, Inc. (Albuquerque)


Sunset Financial Management, Inc. is a large advisory firm based in Albuquerque. It manages $3.93 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

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Sunset Financial Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sunset Financial Management: assets under management

The assets under management (AUM) of Sunset Financial Management, Inc. is $3.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $437.08 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sunset Financial Management, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albuquerque

The principal office where Sunset Financial Management, Inc. performs its advisory services is located at 1915 Avenida Alturas Ne, Albuquerque, NM 87110 The mailing address of the firm is 1915 Avenida Alturas Ne, Albuquerque, NM 87110. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-453-5703 or by fax 815-301-3636. The normal business hours are 7am - 3pm on Monday - Friday. You can find more information about the New York firm at sunset-finmgt.com.


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