Overview
Assets Under Management: $604 million
Headquarters: LEAWOOD, KS
High-Net-Worth Clients: 191
Average Client Assets: $2.0 million
Frequently Asked Questions
SUNRISE ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111953), SUNRISE ADVISORS is subject to fiduciary duty under federal law.
SUNRISE ADVISORS is headquartered in LEAWOOD, KS.
SUNRISE ADVISORS serves 191 high-net-worth clients according to their SEC filing dated August 29, 2018. View client details ↓
According to their SEC Form ADV, SUNRISE ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
SUNRISE ADVISORS manages $604 million in client assets according to their SEC filing dated August 29, 2018.
According to their SEC Form ADV, SUNRISE ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.45%
Average Client Assets: $2.0 million
Total Client Accounts: 549
Discretionary Accounts: 548
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 111953
Filing ID: 1238029
Last Filing Date: 2018-08-29 15:17:00