Sunesis Advisors, LLC
Sunesis Advisors, LLC (CRD# 159114) is a financial advisory firm headquartered in Overland Park, KS. They manage $693,000,000 in 396 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management693MILLION
Total Number of Accounts396ACCOUNTS
Average Account Value$1,750,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Chad Battison (CRD# 1980515) is an Investment Advisor Representative working at Sunesis Advisors, LLC in Overland Park, KS and has over 9 years of experience in the finance industry.
Christopher Boyd (CRD# 1778917) is an Investment Advisor Representative working at Sunesis Advisors, LLC in Overland Park, KS and has 1 year of experience in the finance industry.