Unclaimed Profile

Kristin Michelle Sun

SAND HILL GLOBAL ADVISORS, LLC·PALO ALTO, California

Clean recordSAND HILL GLOBAL ADVISORS, LLC

245 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 4836270Firm CRD# 111295

Profile Verification

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

Identity

Kristin Michelle Sun · PALO ALTO, CA

Registration

CRD #4836270 · SAND HILL GLOBAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kristin Michelle Sun is a registered financial advisor based in PALO ALTO, California, affiliated with SAND HILL GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SAND HILL GLOBAL ADVISORS, LLC

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAND HILL GLOBAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4836270

Firm CRD# 111295

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristin Michelle Sun offer?

Kristin Michelle Sun specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Kristin Michelle Sun's credentials?

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

Where is Kristin Michelle Sun located?

Kristin Michelle Sun is based in PALO ALTO, California, working with SAND HILL GLOBAL ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Kristin Michelle Sun charge for services?

Kristin Michelle Sun's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAND HILL GLOBAL ADVISORS, LLC?

SAND HILL GLOBAL ADVISORS, LLC has approximately 32 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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