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Sonora Investment Management LLC

EST. AUM
$2,436,867,673

CONTACTS
11

CLIENT ACCOUNTS
3,940

Firm Details

Metro area Phoenix
CRD Number 315312
Website invmgmt.com
Client types

Overview

We offer sound strategies for wealth and portfolio management, financial planning, retirement rollover, convertible bonds, 401K, and IRA rollovers. Sonora Investment Management is an independently managed SEC registered investment adviser, whose advisory team has been working together since 1986. Sonora has been a Focus partner firm since 2021.

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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