Sonoma Asset Management
Sonoma Asset Management (CRD# 133602) is a financial advisory firm headquartered in , . They manage $7,127,443 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sonoma Asset Management
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$245,774
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sonoma Asset Management
1
George Scafidi (CRD# 1364035) is an Investment Advisor Representative working at Sonoma Asset Management in Sonoma, CA and has over 35 years of experience in the finance industry.
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