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Home > Retirement Planners > california > sonoma > SONOMA BRANDS CAPITAL
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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