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Building 2SUNESIS ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-815-4460
NotebookSEC #801-72788
Total AUM
$1.5B
Employees
8
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6750 W 93RD STREET
SUITE 250
OVERLAND PARK
KS 66212
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
913-815-4460

ReceiptFinancials

Total AUM
$1.5B
Accounts
527
Discretionary
$1.4B
Accounts
349
Non-Discretionary
$132.9M
Accounts
178

ContactClients

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HNW Individual Clients
15
AUM
$1.4B
Charitable Organization Clients
1
AUM
$37.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KSNH

HandshakeAffiliates

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

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