A complete list of active advisors currently associated with Sun Global LLC
Warmer can help you find a great advisor at Sun Global LLC or one who fits your needs even better.
Sun Global LLC provides discretionary portfolio management and related advisory services primarily to high‑net‑worth individual clients. A small team of four advisors manages a modest number of client accounts and reported approximately $3.11 million in discretionary assets as of December 2024. The firm uses a 12‑question onboarding process that produces a numeric risk score and an Investment Policy Statement to guide portfolio construction, and employs a mix of long‑term investing, short‑term trading, options strategies, structured notes, annuities, ETFs, real estate funds and private placements. Sun Global offers both a standard AUM program and a performance‑based program limited to qualified clients; the firm describes the performance program as involving higher‑risk, higher‑return strategies that require timely attention and applies a high‑water‑mark methodology. Distinctive features disclosed in the brochure include multiple prior regulatory disclosure and settlement events that the firm reports and updates, and a program of regular educational webinars (weekly or monthly market updates and occasional insurance product sessions) offered to clients and the public. The firm also discloses that certain supervised persons are licensed insurance agents/brokers and may offer commissionable insurance products, a relationship it identifies as a potential conflict of interest and addresses in its disclosures.
To learn more about the advisors currently working at Sun Global LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
King Of Prussia, PA
| —
| |
King Of Prussia, PA
| 0
| |
Graham, WA
| 0
| |
King Of Prussia, PA
| 7
| |
Oak Brook, IL
| 1
|
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