SUN GROUP WEALTH PARTNERS LLC
Total AUM
$0
Employees
5Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3 PARK PLAZA
SUITE 120
IRVINE
CA 92614
United States
SUITE 120
IRVINE
CA 92614
United States
Operating Hours
7:30AM-4:00PM
Monday - Friday
Monday - Friday
Phone
800-213-5888
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges 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.