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Sun Financial Consultants (Temple City)


Sun Financial Consultants is a related adviser based in Temple City. It manages $2.11 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Sun Financial Consultants provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sun Financial Consultants: assets under management

The assets under management (AUM) of Sun Financial Consultants is $2.11 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $703.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sun Financial Consultants for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Temple City

The principal office where Sun Financial Consultants performs its advisory services is located at 6246 Ivar Ave., Temple City, CA 91780, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 626-228-5774 or by fax 626-285-3376. The normal business hours are 9:00am - 1:00pm on Monday - Friday.


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