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SUNESIS ADVISORS, LLC
Tel: 913-815-4460
6750 W 93rd Street Suite 250
Overland Park, Kansas 66212
SUNESIS ADVISORS, LLC
SUNESIS ADVISORS, LLC is a Overland Park, Kansas based financial advisory firm with nearly $1,211,340,126 in assets under management and provides investment advisory services for 475 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (OUTSOURCED CFO, WEALTH MANAGEMENT AUDITS)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
159114
SEC#:
801-72788
No. of Clients:
475
Assets under Management
$1,211,340,126
No. of Advisors:
7
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