Sonoman Investments LLC

Sonoman Investments LLC (CRD# 170794) is a financial advisory firm headquartered in , . They manage $51,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $4,250
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL

Financial Advisors at Sonoman Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alex Lopez-Obryan
CRD#: 5800318
Miami Beach, FL
89
Wealthminder
score

Alex Lopez-Obryan (CRD# 5800318) is an Investment Advisor Representative working at Sonoman Investments LLC in Miami Beach, FL and has over 2 years of experience in the finance industry.

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