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Sunflower Asset Management Inc. (Lenexa)


Sunflower Asset Management Inc. is an adviser based in Lenexa. It manages $11.48 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001.

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Sunflower Asset Management provides portfolio management for individuals and small businesses and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sunflower Asset Management: assets under management

The assets under management (AUM) of Sunflower Asset Management Inc. is $11.48 million. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.29 million in discretionary accounts and $187.56 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $187.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sunflower Asset Management Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lenexa

The principal office where Sunflower Asset Management Inc. performs its advisory services is located at 12351 W. 96 Th Terrace, Lenexa, KS 66215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-642-1017 or by fax 913-642-2340. The normal business hours are 8:30a.m. - 5:00p.m., closed 12:00p.m. - 1:00p.m. on Monday - Friday. You can find more information about the New York firm at www.sunflower-asset.com.


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