Sun Group Wealth Partners LLC
Sun Group Wealth Partners LLC (CRD# 166372) is a financial advisory firm headquartered in Irvine, CA. They manage $177,724,217 in 1,111 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management178MILLION
Total Number of Accounts1,111ACCOUNTS
Average Account Value$159,968
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, NV, TX
Constance Courtney (CRD# 5436563) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 9 years of experience in the finance industry.
Winifred Sun (CRD# 4034080) is an Investment Advisor Representative working at Sun Group Wealth Partners LLC in Irvine, CA and has over 18 years of experience in the finance industry.