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| Sonora Investment Management Group LLC
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|---|---|
| CRD # | 315312 |
| SEC # | 801-121799 |
| CIK # | 0001418539, 0001907552 |
| AUM | $2.4 B (2025-03-13) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 520-624-4554 |
| Address | 2343 E Broadway Blvd, Suite 116 Tucson, AZ 85719 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Oracle Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Facebook Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Republic Services Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,111 | 0.5 |
| (b) Individuals (high net worth individuals) | 776 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,940 | 2.4 |
| By Discretionary | ||
| Discretionary | 3,682 | 2.4 |
| Non-Discretionary | 258 | 0.1 |
| Total | 3,940 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 3,940 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001418539] | |
| 13F-HR | [0001907552] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Montag A & Associates Inc
✚
|
GA | 2.7 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.7 |
|
Cardiff Park Advisors LLC
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|
2.7 | |
|
Waters Parkerson & Co LLC
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|
LA | 2.7 |
|
Diversify Wealth Management LLC
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|
UT | 2.5 |
|
Zemenick & Walker Inc
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|
MO | 2.4 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.3 |
|
Angeles Wealth Management LLC
✚
|
CA | 2.3 |
|
Gemmer Asset Management LLC
✚
|
CA | 2.0 |
|
Elser Financial Planning Inc
✚
|
IN | 2.0 |