Unclaimed Profile

Winifred Shih Sun

SUN GROUP WEALTH PARTNERS LLC·IRVINE, California

Clean recordSUN GROUP WEALTH PARTNERS LLC

17500 RED HILL AVE, IRVINE, CA 92614CRD# 4034080Firm CRD# 166372

Profile Verification

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

Identity

Winifred Shih Sun · IRVINE, CA

Registration

CRD #4034080 · SUN GROUP WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Winifred Shih Sun 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# 4034080

Firm CRD# 166372

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Winifred Shih Sun offer?

Winifred Shih Sun specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Winifred Shih Sun's credentials?

Winifred Shih Sun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Winifred Shih Sun located?

Winifred Shih Sun 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 Winifred Shih Sun charge for services?

Winifred Shih Sun'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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