Sun Asset Management, Inc.

Sun Asset Management, Inc. (CRD# 140435) is a financial advisory firm headquartered in Bellevue, WA. They manage $670,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sun Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Kevin Liu
CRD#: 4394803
40 Lake Bellevue Drive, Suite 100, Bellevue, WA 98005

Kevin Liu (CRD# 4394803) is an Investment Advisor Representative working at Sun Asset Management, Inc. in Bellevue, WA and has over 15 years of experience in the finance industry.

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