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SUN GLOBAL LLC
CRD 317484 · SEC 801-129826
640 FREEDOM BUSINESS CENTER DR, #340, KING OF PRUSSIA, PA, 19406, United States
Phone
302-521-5560
Fax
302-231-7569
Registration
— (—)
Source
State registered
Total AUM
$4.9M
Discretionary AUM
$4.9M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
Yes
Services
Portfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.2M |
| High net worth individuals | 5 | $2.4M |
| Pension/profit sharing plans | 1 | $117K |
| Corporations/business entities | 1 | $208K |
All web addresses on file
Official SEC filing: View on IAPD