Unclaimed Profile

Brandon Joon Chang

SUN GROUP WEALTH PARTNERS LLC·IRVINE, California

Clean recordSUN GROUP WEALTH PARTNERS LLC

17500 RED HILL AVE, IRVINE, CA 92614CRD# 4016977Firm CRD# 166372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon Joon Chang · IRVINE, CA

Registration

CRD #4016977 · SUN GROUP WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brandon Joon Chang is a registered financial advisor based in IRVINE, California, affiliated with SUN GROUP WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SUN GROUP WEALTH PARTNERS LLC

AUM

$153M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUN GROUP WEALTH PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4016977

Firm CRD# 166372

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brandon Joon Chang offer?

Brandon Joon Chang specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Brandon Joon Chang's credentials?

Brandon Joon Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brandon Joon Chang located?

Brandon Joon Chang is based in IRVINE, California, working with SUN GROUP WEALTH PARTNERS LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Brandon Joon Chang charge for services?

Brandon Joon Chang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUN GROUP WEALTH PARTNERS LLC?

SUN GROUP WEALTH PARTNERS LLC has approximately 8 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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