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SUN FINANCIAL CONSULTANTS
626-228-5774
SEC #801-67823Total AUM
$2.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM - 1:00PM
Monday - Friday
Monday - Friday
Phone
626-228-5774
Financials
Total AUM
$2.1M
Accounts
3Discretionary
$2.1M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.