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David Thomas Walsh

SUNRISE ADVISORS, INC.·LEAWOOD, Kansas
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3710 WEST 135TH STREET, LEAWOOD, KS 66224-7611CRD# 6285723Firm CRD# 111953
01

About

David Thomas Walsh is a registered financial advisor based in LEAWOOD, Kansas, affiliated with SUNRISE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SUNRISE ADVISORS, INC.
SUNRISE ADVISORS
AUM
$707M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SUNRISE ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6285723
Firm CRD# 111953
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Thomas Walsh offer?
David Thomas Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are David Thomas Walsh's credentials?
David Thomas Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Thomas Walsh located?
David Thomas Walsh is based in LEAWOOD, Kansas, working with SUNRISE ADVISORS, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does David Thomas Walsh charge for services?
David Thomas Walsh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUNRISE ADVISORS, INC.?
SUNRISE ADVISORS, INC. has approximately 6 employees and manages $707M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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