Sun Global LLC

Overview

Sun Global LLC is a small, individual-owned limited liability company that combines investment advisory work with insurance brokerage. Its client mix includes both individual and family clients as well as institutional relationships. The firm charges a mix of percentage-of-AUM and performance-based fees and provides portfolio management for individuals and small businesses alongside publishing newsletters and running educational seminars and workshops. Sun Global is not flagged as an active ESG investor and does not appear as a multi-state registered adviser in the source data. The firm does not function as a capital allocator and is not identified as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices