Sonora Investment Management Review


Trust Score 96%
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Last updated: May 21st, 2019. Data source: SEC filings.

Sonora Investment Management, federally registered in 1988, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 7 advisors. Sonora Investment Management manages $782.5 million and provides investment advisory services for 982 clients (1:141 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $796,871
Hybrid Advisor No
Disciplinary History No
Total AUM $782.5 million
Advisor / Client Ratio 1:141
Headquarters Tucson, AZ
SEC Filings Forms and Brochures    (CRD # 106538)
State(s) Registered AK, AZ, AR, CA, CO, FL, GA, HI, IL, IA, KS, ME, MA, MI, MN, MO, MT, NV, NJ, NM, NY, NC, ND, OK, OR, SC, SD, TX, UT, VT, VA, WA, WV, WI


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