Sun Global LLC

RIASEC Registered

Total AUM

$7.4M

Discretionary

$7.4M

100% of AUM

Avg account

$372K

Accounts

20

Employees

6

Advisory reps

5

Firm details

Headquarters: King Of Prussia, Pennsylvania
CRD number: 317484
Website: sgc.guru
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI58.9%
Individuals36.46%
Corporations / Businesses2.98%
Pension & Profit Sharing Plans1.66%
Services: Portfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sun Global LLC is a small, privately held limited liability company that combines investment advisory work with insurance brokerage. The firm serves individuals, families and some institutional clients and offers portfolio management for individuals and small businesses alongside educational seminars and periodic publications. Its fee model includes both a percentage of assets under management and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities100%

Owners & executives

1 of 1

Yongsheng Xu
President, CEOCRD 4922006

Contacts

3 of 4

Yongyi Fan
Finance AdvisorCRD 4152144
Qin Zhang
Investment Adviser RepresentativeCRD 7928823
Ning Tang
AnalystCRD 8215452

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

King Of Prussia, PA

Montgomery

Location

King Of Prussia, PA

Headquartered in King Of Prussia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Montgomery
Address: 640 Freedom Business Ctr Dr
Time zone: ET (UTC-5)
Office locations

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