Overview
Assets Under Management: $179 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 140
Average Client Assets: $971,825
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.03
Average High-Net-Worth Client Assets: $971,825
Total Client Accounts: 533
Discretionary Accounts: 533
Regulatory Filings
CRD Number: 166372
Last Filing Date: 2025-01-23 00:00:00
Website: https://sungroupwp.com