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    Sun Group Wealth Partners

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    Description

    • Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking. With more than 25 years of combined experience, the knowledgeable team at Sun Group is passionate about pursuing excellence and developing long-lasting relationships with clients based on integrity, objectivity and trust. We specialize in serving the unique financial needs of small business owners, celebrities, executives and established families. By offering a wide range of services, including investment management, wealth management, retirement planning, business succession strategies, estate planning and charitable giving strategies, we instill confidence that our clients complete financial picture will align with their goals and aspirations for the future.Securities offered through LPL Financial, Member SIPC-www.sipc.org.
    • location

      Headquarters:3 Park Plaza Suite 120, Irvine, California, United States

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    • Sun Group Wealth Partners phone

      Phone Number: +1 949-216-6108

    • Sun Group Wealth Partners website

      Website: https://www.sungroupwp.com

    • Sun Group Wealth Partners employees

      Employees:12

    • Sun Group Wealth Partners revenue

      Revenue:$1 - 10M

    • Sun Group Wealth Partners legal name

      Legal Name:Sun Group Wealth Partners

    • Sun Group Wealth Partners's Social Media

      Sun Group Wealth Partners linkedin
    • done Is this data correct?

    • |  NAICS Code: 523920  |

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    Person level website identification

    Chief Technology Officer for Sun Group Wealth Partners

    Tim

    Chief Technology Officer

    Person level website visitor identification

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    View Employees

    Tim

    Chief Technology Officer

    Brandon Chang

    Founding Partner, Director Of Investments

    Kurtis Peak

    Creative Director

    Dung Mai

    Safety Manager

    Frequently Asked Questions regarding Sun Group Wealth Partners

    • Where are Sun Group Wealth Partners's Headquarters?

      Sun Group Wealth Partners's Headquarters are in 3 Park Plaza Suite 120,Irvine,California,United States

    • What is Sun Group Wealth Partners's phone number?

      Sun Group Wealth Partners's phone number is +1 949-216-6108

    • What is Sun Group Wealth Partners's official website?

      Sun Group Wealth Partners's official website is https://www.sungroupwp.com

    • What is Sun Group Wealth Partners's Revenue?

      Sun Group Wealth Partners's revenue is $1 - 10M

    • What is Sun Group Wealth Partners's NAICS code?

      Sun Group Wealth Partners's NAICS code is 523920

    • How many employees are working in Sun Group Wealth Partners

      Sun Group Wealth Partners has 12 employees

    • What is Sun Group Wealth Partners's Industry?

      Sun Group Wealth Partners is in the industry of Financial Services

    • Who is Sun Group Wealth Partners's Chief Technology Officer?

      Sun Group Wealth Partners's Chief Technology Officer is Tim

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