SUN GROUP WEALTH PARTNERS LLC

IRVINE, California·2 registered advisors·CRD# 166372
SEC# 801-792330949-625-6800
01

Firm Overview

AUM
$153M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUN GROUP WEALTH PARTNERS LLC

2 registered advisors
Brandon Joon Chang
IRVINE, California
Winifred Shih Sun
IRVINE, California
05

Office Locations

IRVINE, California
2 advisors

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Data sourced from SEC Form ADV filings. SUN GROUP WEALTH PARTNERS LLC (CRD# 166372) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.