5200 Town Center Circle
4th Floor
Boca Raton, Florida 33486-1015
Tel: 561-394-0550
SUN CAPITAL ADVISORS, LP, formally registered with the SEC as SUN CAPITAL ADVISORS, LP. The firm was established in 03/27/2012. They have over 4 offices throughout the country.
SUN CAPITAL ADVISORS, L.P. is a Boca Raton, Florida based Financial Planning firm with nearly $6,609,092,746 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 92 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 155109 |
SEC# | 801-73215 |
Assets Managed by Firm | $6,609,092,746 |
No. of Clients | 15 |
No. of Advisors | 92 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 15 | $6,609,092,746 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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