101 Montgomery Street
Suite 2150
San Francisco, California 94104
Tel: 415-534-4444
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Francisco, California