Sonas Financial Group, Inc.
Sonas Financial Group, Inc. (CRD# 122547) is a financial advisory firm headquartered in Kansas City, MO. They manage $116,909,441 in 307 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management117MILLION
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$380,813
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, TX
Financial Advisors at Sonas Financial Group, Inc.
1
Trevor Harris (CRD# 4938954) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry.
2
James D. Meysenburg
CRD#:
2766806
Board Of Trade Building, 4800 Main Street, Suite 330,
Kansas City,
MO
64112
James Meysenburg (CRD# 2766806) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 25 years of experience in the finance industry.
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