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Home > Retirement Planners > arizona > tucson > SONORA INVESTMENT MANAGEMENT
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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