RIA Intel›Advisers›Arizona›SONORA INVESTMENT MANAGEMENT GROUP, LLC

SONORA INVESTMENT MANAGEMENT GROUP, LLC

Advisory

N·TUCSON, AZ

Data as of Sep 26, 2024 · Source: SEC Form ADV

Total AUM
$2.4B
1-Year AUM Growth
-0.8%
3-Year CAGR
+6.3%
Employees
12
Assets Under Management
Total AUM$2.4B
Discretionary AUM$2.4B
Non-Discretionary AUM$69M
Discretionary %97.1%
Total Clients1,887
Team
Total Employees12
Investment Advisers17
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingJun 18, 2021
Latest FilingSep 26, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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