Sonoma Asset Management
Sonoma Asset Management (CRD# 133602) is a financial advisory firm headquartered in , . They manage $7,638,223 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$127,304
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses