SUN GLOBAL LLC

Overview

Sun Global LLC is a small, privately owned limited liability company that combines insurance brokerage with advisory services aimed at individuals, families and some institutional clients. The firm offers portfolio management for individuals and small businesses and supplements that work with publications and educational seminars. Its stated fee model uses both a percentage-of-assets approach and performance-based fees. The firm is not identified as an active ESG investor and is listed as not a multi-state adviser, even though it maintains multiple office locations. Ownership is described as individual and the firm is classified as unclassified in the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices