Sun Life Institutional Investments (u.s.) LLC

Sun Life Institutional Investments (u.s.) LLC (CRD# 109684) is a financial advisory firm headquartered in Wellesley Hills, MA. They manage $33,118,114,289 in 14 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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 Life Institutional Investments (u.s.) LLC
No Advisor Found.
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