Overview
Assets Under Management: $150 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 45
Average Client Assets: $2.4 million
Frequently Asked Questions
SONAS FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122547), SONAS FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
SONAS FINANCIAL GROUP, INC. is headquartered in KANSAS CITY, MO.
SONAS FINANCIAL GROUP, INC. serves 45 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, SONAS FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
SONAS FINANCIAL GROUP, INC. manages $150 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, SONAS FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.37%
Average Client Assets: $2.4 million
Total Client Accounts: 339
Discretionary Accounts: 313
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 122547
Filing ID: 2079339
Last Filing Date: 2026-03-27 10:05:43