SUN GROUP WEALTH PARTNERS LLC
Tel: 949-625-6800 17500 Red Hill Ave Suite 140 Irvine, California 92614
About 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
Firm CRD#:
166372
Firm SEC#:
801-79233
Assets Under Management:
$178,948,850
No. of Clients:
533
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
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