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Building 2SUN GROUP WEALTH PARTNERS LLC

Map pinIRVINE, CA
Phone949-625-6800
NotebookSEC #801-79233
Total AUM
$224.5M
Employees
7
Clients
353

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17500 RED HILL AVE
SUITE 140
IRVINE
CA 92614
United States
Operating Hours
7:30AM-4:00PM
Monday - Friday
Phone
949-625-6800

ReceiptFinancials

Total AUM
$224.5M
Accounts
589
Discretionary
$224.5M
Accounts
589
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$36.3M
HNW Individual Clients
153
AUM
$175.1M
Pension/Profit Sharing Plan Clients
10
AUM
$11.8M
Corporation or Business Clients
2
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHNVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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