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| Sonora Investment Management Group LLC
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|---|---|
| CRD # | 315312 |
| SEC # | 801-121799 |
| CIK # | 0001907552, 0001418539 |
| AUM | $2.0 BB (2023-03-28) |
| Employees | 15 (73% Investors, 0% Brokers) |
| Phone | 520-624-4554 |
| Address | 2343 E Broadway Blvd, Suite 116 Tucson, AZ 85719 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| VLO | 47.4 | 0.0 | |
| QCOM | 147.4 | 0.0 | |
| MRK | 232.4 | 0.0 | |
| AJG | 34.3 | 0.0 | |
| RSG | 40.4 | 0.0 | |
| ORCL | 182.8 | 0.0 | |
| LMT | 112.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,003 | 443.6 |
| (b) Individuals (high net worth individuals) | 508 | 1,178.4 |
| (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 | 2,813 | 1,622.0 |
| By Discretionary | ||
| Discretionary | 2,692 | 1,600.1 |
| Non-Discretionary | 121 | 21.9 |
| Total | 2,813 | 1,622.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,622.0 | |
| Total | 2,813 | 1,622.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001418539] | |
| 13F-HR | [0001907552] |
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Cardiff Park Advisors LLC
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CA | 2.2 |
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Vigilant Capital Management LLC
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ME | 2.2 |
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Northeast Investment Management Inc
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MA | 2.1 |
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Connecticut Wealth Management LLC
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AZ | 2.1 |
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Avalor Investment AG
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2.1 | |
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Systematic Alpha Investments LLC
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NJ | 2.0 |
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Charles D Hyman & Company
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FL | 2.0 |
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Zemenick & Walker Inc
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MO | 2.0 |
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Nichols & Pratt Advisers LLP
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MA | 1.9 |