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Building 2SONOMA ALLOCATIONS

Map pinSANTA ROSA, CA
Phone707-490-8842
NotebookSEC #801-132529
Total AUM
$350M
Employees
4
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 OLD COURTHOUSE SQUARE
SUITE 300
SANTA ROSA
CA 95404
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
707-490-8842
Other Offices
1

ReceiptFinancials

Total AUM
$350M
Accounts
902
Discretionary
$350M
Accounts
902
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
138
AUM
$148.4M
HNW Individual Clients
190
AUM
$190.2M
Charitable Organization Clients
2
AUM
$6.3M
Government Entity Clients
1
AUM
$4.1M
Corporation or Business Clients
1
AUM
$1M

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

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

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