SONOMA BRANDS CAPITAL

117 W. Napa St.
Suite C
Sonoma, California 95476
Tel: (707) 656-2015

About SONOMA BRANDS CAPITAL

SONOMA BRANDS CAPITAL, formally registered with the SEC as SONOMA BRANDS CAPITAL. The firm was established in 07/24/2020. They have over 1 offices throughout the country.

SONOMA BRANDS CAPITAL is a Sonoma, California based Financial Planning firm with nearly $340,099,360 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296285
SEC#	801-119128
Assets Managed by Firm	$340,099,360
No. of Clients	9
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$340,099,360

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