SONORA INVESTMENT MANAGEMENT

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

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 Status	Approved
Firm CRD#	315312
SEC#	801-121799
Assets Managed by Firm	$1,962,270,353
No. of Clients	3330
No. of Advisors	15

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 Clients	AUM
Firm Total	3330	$1,962,270,353
Individuals (other than high net worth individuals)	1040	$471,697,205
High net worth individuals	626	$1,490,573,148

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