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 $7,557,719,790 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 125 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 155109 |
SEC# | 801-73215 |
Assets Managed by Firm | $7,557,719,790 |
No. of Clients | 15 |
No. of Advisors | 125 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 15 | $7,557,719,790 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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