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Building 2SUNRISE ADVISORS

Map pinLEAWOOD, KS
Phone913-681-0215
NotebookSEC #801-60459
Total AUM
$706.7M
Employees
6
Clients
589

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3710 WEST 135TH STREET
LEAWOOD
KS 66224-7611
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
913-681-0215

ReceiptFinancials

Total AUM
$706.7M
Accounts
589
Discretionary
$706.7M
Accounts
589
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
351
AUM
$129.6M
HNW Individual Clients
219
AUM
$480M
Pension/Profit Sharing Plan Clients
12
AUM
$39M
Charitable Organization Clients
3
AUM
$50.8M
Corporation or Business Clients
4
AUM
$7.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILKSMONENHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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