Sonora Investment Management LLC
- Assets, Funds, Holdings
| Sonora Investment Management LLC
|
| CRD # | 106538 |
| SEC # | 801-31791 |
| CIK # | 0001418539, 0001907552 |
| AUM |
|
| Employees |
13 (62% Investors, 0% Brokers)
|
| Phone | 520-624-4554 |
| Address | 2343 E Broadway
Tucson, AZ 85719 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($B) |
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
917
|
386.6 |
| (b) Individuals (high net worth individuals) |
422
|
962.7 |
| (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 |
2,536 |
1,349.3 |
| By Discretionary |
| Discretionary |
2,426 |
1,338.3 |
| Non-Discretionary |
110 |
10.9 |
| Total |
2,536 |
1,349.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,349.3 |
| Total |
2,536 |
1,349.3 |
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