SUNRISE ADVISORS, INC.
Legal name: SUNRISE ADVISORS
CRD #111953 SEC #801-60459 LEAWOOD, KS 913-681-0215
SEC Registered
Total AUM
$706.7M
Discretionary
$706.7M
Employees
6
Clients
101
Accounts
589
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $706.7M | $706.7M | $0 | 6 | 0 |
| Aug 2019 | $660.5M | $660.5M | $0 | 6 | 0 |
| Mar 2019 | $620.8M | $607.2M | $13.7M | 6 | 0 |
| Aug 2018 | $604.4M | $590.3M | $14.1M | 6 | 0 |
| Mar 2018 | $574.7M | $560.5M | $14.2M | 6 | 0 |
| Jul 2017 | $509.6M | $497.2M | $12.4M | 6 | 400 |
| Mar 2017 | $509.6M | $497.2M | $12.4M | 6 | 400 |
| Nov 2016 | $466.2M | $453.4M | $12.8M | 6 | 400 |
| Oct 2016 | $466.2M | $453.4M | $12.8M | 6 | 400 |
| Jan 2016 | $421.6M | $410M | $11.6M | 6 | 400 |
| Jun 2015 | $418.6M | $407.5M | $11.1M | 6 | 400 |
| Feb 2015 | $418.6M | $407.5M | $11.1M | 6 | 400 |
| Sep 2014 | $363.9M | $353.8M | $10.2M | 6 | 300 |
| May 2014 | $363.9M | $353.8M | $10.2M | 6 | 300 |
| Apr 2014 | $363.9M | $353.8M | $10.2M | 6 | 300 |
| Feb 2014 | $363.9M | $353.8M | $10.2M | 6 | 300 |
| Jan 2014 | $363.9M | $353.8M | $10.2M | 6 | 300 |
| Jul 2013 | $322.1M | $313.8M | $8.3M | 5 | 300 |
| Jul 2013 | $314.1M | $305.8M | $8.3M | 5 | 300 |
| May 2013 | $314.1M | $305.8M | $8.3M | 5 | 300 |
| Apr 2013 | $301.1M | $292.9M | $8.2M | 5 | 300 |
| Mar 2013 | $297.8M | $289.7M | $8.1M | 5 | 300 |
| Feb 2013 | $286.5M | $278.5M | $8.1M | 5 | 300 |
| Jun 2012 | $246.1M | $238.5M | $7.5M | 1 | 300 |
| Feb 2012 | $229.3M | $221.8M | $7.5M | 1 | 300 |
| May 2011 | $210.2M | $205M | $5.3M | 5 | -- |
| Jan 2011 | $202.2M | $196.1M | $6.1M | 5 | -- |
| Oct 2009 | $164.1M | $158.7M | $5.3M | 5 | -- |
| Mar 2008 | $128.9M | $128.9M | $0 | 5 | -- |
| Jan 2007 | $108.4M | $108.4M | $0 | 5 | -- |
| Mar 2006 | $90.2M | $90.2M | $0 | 5 | -- |
| Jan 2006 | $90.2M | $90.2M | $0 | 5 | -- |
| Sep 2005 | $82.4M | $82.4M | $0 | 5 | -- |
| Feb 2005 | $82.4M | $82.4M | $0 | 5 | -- |
| Sep 2004 | $65M | $59M | $6M | 5 | -- |
| Sep 2004 | $65M | $59M | $6M | 5 | -- |
| Jan 2004 | $65M | $59M | $6M | 5 | -- |
| May 2002 | $42M | $37M | $5M | 5 | -- |
| Aug 2001 | $29M | $25M | $4M | 5 | -- |
| Aug 2001 | $29M | $25M | $4M | 5 | -- |
DateMar 2020
Total AUM$706.7M
Discretionary$706.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$660.5M
Discretionary$660.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$620.8M
Discretionary$607.2M
Non-Disc.$13.7M
Employees6
Clients0
DateAug 2018
Total AUM$604.4M
Discretionary$590.3M
Non-Disc.$14.1M
Employees6
Clients0
DateMar 2018
Total AUM$574.7M
Discretionary$560.5M
Non-Disc.$14.2M
Employees6
Clients0
DateJul 2017
Total AUM$509.6M
Discretionary$497.2M
Non-Disc.$12.4M
Employees6
Clients400
DateMar 2017
Total AUM$509.6M
Discretionary$497.2M
Non-Disc.$12.4M
Employees6
Clients400
DateNov 2016
Total AUM$466.2M
Discretionary$453.4M
Non-Disc.$12.8M
Employees6
Clients400
DateOct 2016
Total AUM$466.2M
Discretionary$453.4M
Non-Disc.$12.8M
Employees6
Clients400
DateJan 2016
Total AUM$421.6M
Discretionary$410M
Non-Disc.$11.6M
Employees6
Clients400
DateJun 2015
Total AUM$418.6M
Discretionary$407.5M
Non-Disc.$11.1M
Employees6
Clients400
DateFeb 2015
Total AUM$418.6M
Discretionary$407.5M
Non-Disc.$11.1M
Employees6
Clients400
DateSep 2014
Total AUM$363.9M
Discretionary$353.8M
Non-Disc.$10.2M
Employees6
Clients300
DateMay 2014
Total AUM$363.9M
Discretionary$353.8M
Non-Disc.$10.2M
Employees6
Clients300
DateApr 2014
Total AUM$363.9M
Discretionary$353.8M
Non-Disc.$10.2M
Employees6
Clients300
DateFeb 2014
Total AUM$363.9M
Discretionary$353.8M
Non-Disc.$10.2M
Employees6
Clients300
DateJan 2014
Total AUM$363.9M
Discretionary$353.8M
Non-Disc.$10.2M
Employees6
Clients300
DateJul 2013
Total AUM$322.1M
Discretionary$313.8M
Non-Disc.$8.3M
Employees5
Clients300
DateJul 2013
Total AUM$314.1M
Discretionary$305.8M
Non-Disc.$8.3M
Employees5
Clients300
DateMay 2013
Total AUM$314.1M
Discretionary$305.8M
Non-Disc.$8.3M
Employees5
Clients300
DateApr 2013
Total AUM$301.1M
Discretionary$292.9M
Non-Disc.$8.2M
Employees5
Clients300
DateMar 2013
Total AUM$297.8M
Discretionary$289.7M
Non-Disc.$8.1M
Employees5
Clients300
DateFeb 2013
Total AUM$286.5M
Discretionary$278.5M
Non-Disc.$8.1M
Employees5
Clients300
DateJun 2012
Total AUM$246.1M
Discretionary$238.5M
Non-Disc.$7.5M
Employees1
Clients300
DateFeb 2012
Total AUM$229.3M
Discretionary$221.8M
Non-Disc.$7.5M
Employees1
Clients300
DateMay 2011
Total AUM$210.2M
Discretionary$205M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2011
Total AUM$202.2M
Discretionary$196.1M
Non-Disc.$6.1M
Employees5
Clients--
DateOct 2009
Total AUM$164.1M
Discretionary$158.7M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2008
Total AUM$128.9M
Discretionary$128.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$65M
Discretionary$59M
Non-Disc.$6M
Employees5
Clients--
DateSep 2004
Total AUM$65M
Discretionary$59M
Non-Disc.$6M
Employees5
Clients--
DateJan 2004
Total AUM$65M
Discretionary$59M
Non-Disc.$6M
Employees5
Clients--
DateMay 2002
Total AUM$42M
Discretionary$37M
Non-Disc.$5M
Employees5
Clients--
DateAug 2001
Total AUM$29M
Discretionary$25M
Non-Disc.$4M
Employees5
Clients--
DateAug 2001
Total AUM$29M
Discretionary$25M
Non-Disc.$4M
Employees5
Clients--