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
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 serving individual, family and institutional clients. The firm combines portfolio management for individuals and small businesses with insurance-brokerage activities and client education—publishing newsletters and running seminars or workshops. Compensation is primarily a percentage of assets under management, with performance-based fees also used for some mandates. The firm does not position itself as an 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

Lin Fei
Co Owner and Registered RepresentativeCRD 8250175
Ning Tang
AnalystCRD 8215452
Qin Zhang
Investment Adviser RepresentativeCRD 7928823

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

Similar firms

Preservation Wealth Management

King Of Prussia, PA

AUM $2.4MTEAM 1REPS 1

Jura Investments, LLC

King Of Prussia, PA

AUM $1.5MTEAM 1REPS 1

Cooper Eagle, LLC

King Of Prussia, PA

AUM $46.3MTEAM 8REPS 2

Niche Investment Advisors LLC

King Of Prussia, PA

AUM $48.1MTEAM 2REPS 1

Pinnacle Strategic Wealth Management, LLC

King Of Prussia, PA

AUM $146MTEAM 2REPS 2

Maguire Investments LLC

King Of Prussia, PA

AUM $253MTEAM 4REPS 4

More RIAs in King Of Prussia →All Pennsylvania RIAs →