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SUN GROUP WEALTH PARTNERS LLC

Tel: 949-625-6800
17500 Red Hill Ave
Suite 140
Irvine, California  92614

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SUN GROUP WEALTH PARTNERS LLC

SUN GROUP WEALTH PARTNERS LLC is a Irvine, California based financial advisory firm with nearly $178,948,850 in assets under management and provides investment advisory services for 533 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

166372

SEC#:

801-79233

No. of Clients:

533

Assets under Management

$178,948,850

No. of Advisors:

8

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