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SONEN CAPITAL LLC
101 Montgomery Street
Suite 2150
San Francisco, California 94104
Tel: 415-534-4444
About SONEN CAPITAL LLC
SONEN CAPITAL LLC, formally registered with the SEC as SONEN CAPITAL LLC. The firm was established in 12/22/2011. They have over 1 offices throughout the country.
SONEN CAPITAL LLC is a San Francisco, California based Financial Planning firm with nearly $792,726,757 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159461 |
| SEC# | 801-72926 |
| Assets Managed by Firm | $792,726,757 |
| No. of Clients | 41 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 41 | $792,726,757 |
| High net worth individuals | 25 | $80,818,105 |
| Charitable organizations | 9 | $454,970,244 |
| Other investment advisers | 1 | $1,000,000 |
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