Sunlin Consulting Investment Advisory Services, LLC (Laguna Woods)

Name: Sunlin Consulting Investment Advisory Services, LLC
Address: 2393 Via Mariposa West, Laguna Woods, CA, 92637
Telephone: 949-770-7322

Sunlin Consulting Investment Advisory Services, LLC is a pension cosultant based in Laguna Woods. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

Sunlin Consulting Investment Advisory Services provides pension consulting services, selection of other advisers, and investment strategy, policy development, performance monitoring. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sunlin Consulting Investment Advisory Services, LLC for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sunlin Consulting Investment Advisory Services serves?

The only and largest group of clients of Sunlin Consulting Investment Advisory Services is pension and profit sharing plans with 5 clients and $0 of assets under management. Among the 6 most similar advisory firms, Sunlin Consulting Investment Advisory Services has the highest percentage of pension and profit sharing plans out of all clients.

None of the firm’s clients are foreign persons or businesses.

Sunlin Consulting Investment Advisory Services doesn't advise any private funds.

Careers at Sunlin Consulting Investment Advisory Services, LLC

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llp Sunlin Consulting	Owner	1 Oct 2002	75% - 100%	95-4881564
Llc Sunlin Consulting	Owner	1 Oct 2002	75% - 100%	95-4881564
Stephanie Molly Reagan	Treasurer	1 Jan 2003	Other	4606211
Loong Fai Kong	Secretary	1 Jan 2003	Other	4606213

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephanie Molly Reagan	Treasurer	1 Jan 2002	25% - 50%	4606211
Loong Fai Kong	Secretary	1 Jan 2002	25% - 50%	4606213
Janine Barbara Jasso	Partner	1 Jan 2002	25% - 50%	4605463
Loong Kong	Partner	1 Jan 2002	25% - 50%	4606213
Robert Murray Mcbride	President	1 Jan 2003	25% - 50%	2530271
Stuart Hack	Vice president/chief compliance officer	1 Jan 2003	25% - 50%	232885

Based in Laguna Woods

The principal office where Sunlin Consulting Investment Advisory Services, LLC performs its advisory services is located at 2393 Via Mariposa West, Laguna Woods, CA 92637 The mailing address of the firm is P.O. Box 83907, Los Angeles, CA 90083. An additional office of the firm is in San Dimas, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-770-7322 or by fax 310-919-3198. The normal business hours are 9 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sunlin.biz.