SUN GROUP WEALTH PARTNERS LLC

17500 Red Hill Ave
Suite 140
Irvine, California 92614
Tel: 949-625-6800

About SUN GROUP WEALTH PARTNERS LLC

SUN GROUP WEALTH PARTNERS LLC, formally registered with the SEC as SUN GROUP WEALTH PARTNERS LLC. The firm was established in 02/28/2014. They have over 1 offices throughout the country.

SUN GROUP WEALTH PARTNERS LLC is a Irvine, California based Financial Planning firm with nearly $178,948,850 assets under management, offering retirement planning & investment advisory services to 533 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166372
SEC#	801-79233
Assets Managed by Firm	$178,948,850
No. of Clients	533
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	533	$178,948,850
Individuals (other than high net worth individuals)	184	$31,511,686
High net worth individuals	140	$136,055,620
Pension and profit sharing plans	10	$10,200,049
Corporations or other businesses	Fewer than 5 clients	$1,181,495

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