Be advised. This firm is no longer registered.

Sonas Investments LLC

Sonas Investments LLC (CRD# 169124) is a financial advisory firm headquartered in Carmel, IN. They manage $2,813,782 in 34 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $82,758
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MN

Financial Advisors at Sonas Investments LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.