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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Sunesis Advisors LLC
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| CRD # | 159114 |
| SEC # | 801-72788 |
| CIK # | 1748269 |
| AUM | $873.9 MM (54% Disc, 100% US, 2019-03-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 913-815-4460 |
| Address | 6750 W 93rd Street Overland Park, KS 66212 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Issuer | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VTI | 34.0 | ||
| AGG | 13.2 | ||
| VXUS | 5.5 | ||
| LQD | 4.6 | ||
| VEA | 3.7 | ||
| VGSH | 3.6 | ||
| VCIT | 3.0 | ||
| BIV | 2.8 | ||
| MUNI | 2.2 | ||
| JNK | 2.2 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hirayama Investments LLC
✚
|
CA | 0.9 |
|
Rather & Kittrell Inc
✚
|
TN | 0.9 |
|
BRC Investment Management LLC
✚
|
CO | 0.9 |
|
Westwood Management Corporation
✚
|
IL | 0.9 |
|
Schenck Investment Solutions LLC
✚
|
WI | 0.9 |
|
The Hoerner Planning Group LLC
✚
|
VA | 0.9 |
|
Rushmore Investment Advisors Inc
✚
|
TX | 0.9 |
|
Urban Financial Advisory Corp
✚
|
IL | 0.9 |
|
Rogers Wealth Group Inc
✚
|
TX | 0.9 |
|
High Rock Capital LLC
✚
|
MA | 0.9 |