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Building 2SONOMA WEST ADVISORS

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Phone415 497-7533
NotebookSEC #801-127546
Total AUM
$255.9M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
415 497-7533

ReceiptFinancials

Total AUM
$255.9M
Accounts
167
Discretionary
$222.2M
Accounts
165
Non-Discretionary
$33.8M
Accounts
2

ContactClients

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HNW Individual Clients
57
AUM
$215.3M
Charitable Organization Clients
1
AUM
$6.8M
Corporation or Business Clients
2
AUM
$33.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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