1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SONOMA BRANDS CAPITAL

Map pinSONOMA, CA
Phone(707) 656-2015
NotebookSEC #801-119128
Total AUM
$382M
Employees
6
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 W. NAPA ST.
SUITE C
SONOMA
CA 95476
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
(707) 656-2015

ReceiptFinancials

Total AUM
$382M
Accounts
8
Discretionary
$382M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
8
AUM
$382M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account