Sun Creek Holdings LLC
Sun Creek Holdings LLC (CRD# 165110) is a financial advisory firm headquartered in Coral Gables, FL. They manage $34,200,900 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$1,425,038
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alfonso Balda (CRD# 6103209) is an Investment Advisor Representative working at Sun Creek Holdings LLC in Coral Gables, FL and has over 5 years of experience in the finance industry.
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.