Be advised. This firm is no longer registered.

Sunrise Advisors

Sunrise Advisors (CRD# 111953) is a financial advisory firm headquartered in Leawood, KS. They manage $706,684,116 in 589 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
3710 West 135th Street, Leawood, KS 66224
https://twitter.com/sunriseadvisors
By the Numbers
  • Total Assets Under Management
    707
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $1,199,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, KS, MO, NE, NH, NY, TX

Financial Advisors at Sunrise Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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