S
$27.4M Total AUM
$27.4M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2012
- Office Locations
- 1
Office Locations
95 Merrick WAY Suite 450 Coral Gables FL
About SUN Creek Holdings LLC
SUN Creek Holdings LLC is a Coral Gables-based RIA. The firm has been operating for 14 years. Managing $27.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
-- AVG AGE
$27.4M AVG AUM / ADVISOR
$9.1M AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALFONSO BALDA
Managing Member - Cco, President
- CRD
- #6103209
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARIA ISABEL MURCIA
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,424,620 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,424,620 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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