$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
3 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-15-2021
- Office Locations
- 5
Office Locations
640 Freedom Business Center DR #340 King OF Prussia PA
-- ANN Arbor MI
-- Kendall Park NJ
About SUN Global LLC
Sun Global LLC is an investment advisory firm serving retail and institutional clients with capital markets and commercial real estate expertise, plus family office and financial planning support for retirement and portfolio growth. The firm’s managed accounts are ETF-focused and can be custodied at Schwab or Citibank.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$391.9K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
Yongsheng Xu
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4922006
- Ownership
- 50% but less than 75%
Available
Available
Available
Q
QIN ZHANG
PARTNER
- CRD
- #7928823
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
Yongyi Fan
--
- CRD
- #4152144
Available
Available
Available
L
Lin Fei
--
- CRD
- #8250175
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,445,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,445,924 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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