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Building 2SUNLIN CONSULTING INVESTMENT ADVISORY SERVICES, LLC

Map pin
Phone949-770-7322
NotebookSEC #801-61610
Total AUM
$0
Employees
4
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 A.M. TO 5:00 P.M.
Monday - Friday
Phone
949-770-7322
Other Offices
2

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
5
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPension Consulting
Other Services
INVESTMENT STRATEGY, POLICY DEVELOPMENT, PERFORMANCE MONITORING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
PERCENTAGE OF ASSETS INVESTED UNDER THE RETIREMENT PROGRAM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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