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Home > Retirement Planners > kansas > overland park > SUNESIS ADVISORS, LLC
SUNESIS ADVISORS, LLC
6750 W 93rd Street
Suite 250
Overland Park, Kansas 66212
Tel: 913-815-4460
About SUNESIS ADVISORS, LLC
SUNESIS ADVISORS, LLC, formally registered with the SEC as SUNESIS ADVISORS, LLC. The firm was established in 10/19/2011. They have over 1 offices throughout the country.
SUNESIS ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $1,211,340,126 assets under management, offering retirement planning & investment advisory services to 475 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159114 |
| SEC# | 801-72788 |
| Assets Managed by Firm | $1,211,340,126 |
| No. of Clients | 475 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 475 | $1,211,340,126 |
| High net worth individuals | 13 | $1,173,489,280 |
| Charitable organizations | Fewer than 5 clients | $37,850,846 |
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