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SUN Global LLC

Headquartered in KING OF PRUSSIA, PA

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Firm Information

SUN Global LLC is an investment advisor based in the US. The firm manages $2,292,359 in regulatory assets under management for 16 clients. They offer portfolio management for individuals, as well as educational seminars and selection of other advisors. The firm specializes in working with high-net-worth individuals and individuals other than high-net-worth individuals.

SUN Global LLC

$2.29M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

SUN GLOBAL LLC has a total of 2 branch locations across the country.
location

KING OF PRUSSIA, PA

location

OAK BROOK, IL

Advisors at SUN Global LLC

View All 3 Advisors
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Yu Zhang

RA

KING OF PRUSSIA, PA

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Qin Zhang

RA

OAK BROOK, IL

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Yongsheng Xu

RA

KING OF PRUSSIA, PA

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Disclosures

There are no public disclosures for SUN Global LLC.

Frequently Asked Questions (5)

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