Sunesis Advisors LLC


Assets, Funds, Holdings

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Sunesis Advisors LLC
CRD #159114
SEC #801-72788
CIK #1748269
AUM $873.9 MM (54% Disc, 100% US, 2019-03-26)
Employees6 (50% Investors, 0% Brokers)
Address6750 W 93rd Street
Overland Park, KS 66212
Source [IAPD] [EDGAR] [Website]
Total AUM ($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
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