6750 W 93rd Street
Suite 100
Overland Park, Kansas 66212
Tel: 913-815-4460
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 $1,096,555,847 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 159114 |
SEC# | 801-72788 |
Assets Managed by Firm | $1,096,555,847 |
No. of Clients | 497 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 497 | $1,096,555,847 |
High net worth individuals | 14 | $1,071,678,208 |
Charitable organizations | Fewer than 5 clients | $24,877,639 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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