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Home > Retirement Planners > florida > boca raton > SUN CAPITAL ADVISORS, L.P.
SUN CAPITAL ADVISORS, L.P.
5200 Town Center Circle
4th Floor
Boca Raton, Florida 33486-1015
Tel: 561-394-0550
About SUN CAPITAL ADVISORS, L.P.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $6,609,092,746 |
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