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Building 2SONORA INVESTMENT MANAGEMENT

Map pinTUCSON, AZ
Phone520-624-4554
NotebookSEC #801-121799
Total AUM
$2.4B
Employees
17
Clients
1,887

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2343 E. BROADWAY BLVD, SUITE 116
TUCSON
AZ 85719
United States
Operating Hours
7:30 AM - 4:30 PM
Monday - Friday
Phone
520-624-4554
Other Offices
1

ReceiptFinancials

Total AUM
$2.4B
Accounts
3,940
Discretionary
$2.4B
Accounts
3,682
Non-Discretionary
$69.5M
Accounts
258

ContactClients

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Individual Clients
1,111
AUM
$505.4M
HNW Individual Clients
776
AUM
$1.9B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS.
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACODEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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