Sun Creek Holdings LLC

Sun Creek Holdings LLC (CRD# 165110) is a financial advisory firm headquartered in Coral Gables, FL. They manage $18,491,400 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $840,518
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.

FL

Financial Advisors at Sun Creek Holdings LLC
Showing 1 - 2 of 2 top financial advisors.
1
Neeta Balani
CRD#: 5575636
95 Merrick Way, Suite 450, Coral Gables, FL 33134
90
Wealthminder
score

Neeta Balani (CRD# 5575636) is an Investment Advisor Representative working at Sun Creek Holdings LLC in Coral Gables, FL and has 1 year of experience in the finance industry.

2
Alfonso Balda
CRD#: 6103209
95 Merrick Way, Suite 450, Coral Gables, FL 33134
90
Wealthminder
score

Alfonso Balda (CRD# 6103209) is an Investment Advisor Representative working at Sun Creek Holdings LLC in Coral Gables, FL and has over 4 years of experience in the finance industry.

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