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

More Retirement Planning firms in Overland Park, Kansas:

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ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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