Sunrise Advisors Overview

  • Founded
  • 1993
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Sunrise Advisors General Information

Description

Provider of fee-only investment advisory services based in Leawood, Kansas. The company specializes in fiduciary investment management, financial planning, retirement planning, and estate and tax planning for individuals and families and their businesses and foundations.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Other Financial Services
Parent Company
Primary Office
  • 3710 West 135th Street
  • Leawood, KS 66224
  • United States
+1 (913) 000-0000
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Sunrise Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Sunrise Advisors Executive Team (2)

Name Title Board Seat Contact Info
Samuel Scott President
David Scott Founder & Chairman & Chief Investment Officer
To view Sunrise Advisors’s complete executive team members history, request access »

Sunrise Advisors Board Members (1)

Name Representing Role Since
00000 00000 Sunrise Advisors Founder & Chairman & Chief Investment Officer 000 0000
To view Sunrise Advisors’s complete board members history, request access »