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| Happy Holidays!! thanks for using AUM13F!! |
| Sonas Financial Group Inc
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|---|---|
| CRD # | 122547 |
| SEC # | 801-130755 |
| CIK # | |
| AUM | $134.6 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 816-753-2210 |
| Address | 9229 Ward Parkway Kansas City, MO 64114 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 39.0 |
| (b) Individuals (high net worth individuals) | 38 | 86.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 134.6 |
| By Discretionary | ||
| Discretionary | 284 | 120.2 |
| Non-Discretionary | 29 | 14.4 |
| Total | 313 | 134.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.6 | |
| Total | 313 | 134.6 |
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|---|---|---|
|
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0.1 | |
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TX | 0.1 |
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MN | 0.1 |
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|
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|
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|
KY | 0.1 |
|
Planwiser Financial LLC
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|
CO | 0.1 |
|
Garrison Bradford & Associates Inc
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NY | 0.1 |
|
Breton Financial Inc
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|
NJ | 0.1 |