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Sonnet, LLC

EST. AUM
$148,431,321

CONTACTS
1

CLIENT ACCOUNTS
484

Firm Details

Metro area Houston
CRD Number 282882
Website sonnetinvest.com
Client types

Overview

Sonnet, LLC is an SEC-registered investment adviser that offers discretionary and non-discretionary asset-management services to retail investors for an asset-based fee that ranges from 0.50 % to 2.20 % per year. The firm builds and continuously monitors model portfolios, trading client accounts under selected strategies, and each investor’s risk tolerance and goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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