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SONORA INVESTMENT MANAGEMENT

2343 E. Broadway Blvd, Suite 116
Tucson, Arizona 85719
Tel: 520-624-4554

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About SONORA INVESTMENT MANAGEMENT

SONORA INVESTMENT MANAGEMENT, formally registered with the SEC as SONORA INVESTMENT MANAGEMENT. The firm was established in 07/23/2021. They have over 2 offices throughout the country.

SONORA INVESTMENT MANAGEMENT is a Tucson, Arizona based Financial Planning firm with nearly $1,962,270,353 assets under management, offering retirement planning & investment advisory services to 3330 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315312
SEC#801-121799
Assets Managed by Firm$1,962,270,353
No. of Clients3330
No. of Advisors15

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Other (CREDIT AND CASH MANAGEMENT SOLUTIONS.)

Firm Client Information

No. of ClientsAUM
Firm Total3330$1,962,270,353
Individuals (other than high net worth individuals)1040$471,697,205
High net worth individuals626$1,490,573,148

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