Sunesis Advisors LLC
Legal Name: SUNESIS ADVISORS, LLC
6750 W 93RD STREET, SUITE 100, OVERLAND PARK, KS
Full Contact Details
Sunesis Advisors LLC
6750 W 93RD STREET, SUITE 100, OVERLAND PARK, KS
913-815-4460
913-815-4466
Other Info
Sunesis Advisors LLC is legally known as SUNESIS ADVISORS, LLC. It is a KS Limited Liability Company. This firm has 6 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 19, 2011.
Direct Owners
-
CHAD RICHARD BATTISON
MANAGING MEMBER / CCO owns 75% or more
-
STACY LYNN BRINES
MEMBER owns more than 5% but less than 10%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 5, 2019
- VANGUARD INDEX FDS TOTAL STK MKT $38,370k
- ISHARES TR CORE US AGGBD ET $10,683k
- VANGUARD STAR FD VG TL INTL STK F $6,180k
- ISHARES $5,117k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $4,117k
- VANGUARD BD INDEX FD INC $2,959k
- PIMCO ETF TR $2,307k
- DECIPHERA PHARMACEUTICALS IN $2,172k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $2,149k
- ISHARES TR NATIONAL MUN ETF $1,952k