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Building 2SONORA INVESTMENT MANAGEMENT LLC

Map pinTUCSON, AZ
Phone520-624-4554
NotebookSEC #801-31791
Total AUM
$1.3B
Employees
13
Clients
1,339

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,536
Discretionary
$1.3B
Accounts
2,426
Non-Discretionary
$10.9M
Accounts
110

ContactClients

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Individual Clients
917
AUM
$386.6M
HNW Individual Clients
422
AUM
$962.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACODEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

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

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