Overview
Assets Under Management: $2.4 billion
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 776
Average Client Assets: $2 million
Frequently Asked Questions
SONORA INVESTMENT MANAGEMENT GROUP, LLC 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 #315312), SONORA INVESTMENT MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
SONORA INVESTMENT MANAGEMENT GROUP, LLC is headquartered in TUCSON, AZ.
SONORA INVESTMENT MANAGEMENT GROUP, LLC serves 776 high-net-worth clients according to their SEC filing dated March 13, 2025. View client details ↓
According to their SEC Form ADV, SONORA INVESTMENT MANAGEMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
SONORA INVESTMENT MANAGEMENT GROUP, LLC manages $2.4 billion in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, SONORA INVESTMENT MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 776
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,940
Discretionary Accounts: 3,682
Non-Discretionary Accounts: 258
Regulatory Filings
CRD Number: 315312
Filing ID: 1939233
Last Filing Date: 2025-03-13 15:37:00
Website: https://invmgmt.com