2343 E. Broadway Blvd, Suite 116
Tucson, Arizona 85719
Tel: 520-624-4554
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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