Sun Creek Holdings LLC

Sun Creek Holdings LLC (CRD# 165110) is a financial advisory firm headquartered in Coral Gables, FL. They manage $19,563,405 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
95 Merrick Way, Suite 450, Coral Gables, FL 33134
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,445,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sun Creek Holdings LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alfonso Balda, financial advisor Coral Gables FL
Alfonso Balda
CRD#: 6103209
95 Merrick Way, Suite 450, Coral Gables, FL 33134

Alfonso Balda (CRD# 6103209) is an Investment Advisor Representative working at Sun Creek Holdings LLC in Coral Gables, FL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals