SONORA INVESTMENT MANAGEMENT LLC
CRD #106538 SEC #801-31791 TUCSON, AZ 520-624-4554
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
13
Clients
--
Accounts
2,536
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1.3B | $1.3B | $10.9M | 13 | 0 |
| Oct 2020 | $1.2B | $1.2B | $17.2M | 12 | 0 |
| Sep 2020 | $1.2B | $1.2B | $17.2M | 12 | 0 |
| Aug 2020 | $1.2B | $1.2B | $17.2M | 12 | 0 |
| Aug 2020 | $1.2B | $1.2B | $17.2M | 12 | 0 |
| Jul 2020 | $1.2B | $1.2B | $17.2M | 12 | 0 |
| Jun 2020 | $1.2B | $1.2B | $17.2M | 12 | 0 |
| May 2020 | $1.2B | $1.2B | $17.2M | 13 | 0 |
| Feb 2020 | $1.2B | $1.2B | $17.2M | 13 | 0 |
| Dec 2019 | $782.5M | $772.6M | $9.9M | 12 | 0 |
| Nov 2019 | $782.5M | $772.6M | $9.9M | 12 | 0 |
| Sep 2019 | $782.5M | $772.6M | $9.9M | 12 | 0 |
| Aug 2019 | $782.5M | $772.6M | $9.9M | 12 | 0 |
| Jul 2019 | $782.5M | $772.6M | $9.9M | 12 | 0 |
| Apr 2019 | $782.5M | $772.6M | $9.9M | 12 | 0 |
| Mar 2019 | $782.5M | $772.6M | $9.9M | 12 | 0 |
| Oct 2018 | $693M | $669.7M | $23.3M | 10 | 0 |
| Jun 2018 | $693M | $669.7M | $23.3M | 10 | 0 |
| Jun 2018 | $693M | $669.7M | $23.3M | 10 | 0 |
| Jun 2018 | $693M | $669.7M | $23.3M | 10 | 0 |
| Feb 2018 | $693M | $669.7M | $23.3M | 10 | 0 |
| Feb 2018 | $693M | $669.7M | $23.3M | 10 | 0 |
| Aug 2017 | $567.7M | $553.5M | $14.3M | 10 | 1,500 |
| Aug 2017 | $567.7M | $553.5M | $14.3M | 10 | 1,500 |
| Aug 2017 | $567.7M | $553.5M | $14.3M | 10 | 1,500 |
| Jul 2017 | $567.7M | $553.5M | $14.3M | 10 | 1,500 |
| Mar 2017 | $567.7M | $553.5M | $14.3M | 10 | 1,500 |
| Feb 2017 | $567.7M | $553.5M | $14.3M | 10 | 1,500 |
| Dec 2016 | $530.3M | $530.3M | $0 | 8 | 600 |
| Nov 2016 | $530.3M | $530.3M | $0 | 8 | 600 |
| Nov 2016 | $530.3M | $530.3M | $0 | 8 | 600 |
| Apr 2016 | $402.3M | $402.3M | $0 | 8 | 600 |
| Mar 2016 | $402.3M | $402.3M | $0 | 8 | 600 |
| Mar 2016 | $402.3M | $402.3M | $0 | 8 | 600 |
| Mar 2016 | $325M | $325M | $0 | 7 | 500 |
| Feb 2016 | $325M | $325M | $0 | 7 | 500 |
| Feb 2016 | $325M | $325M | $0 | 7 | 500 |
| Jan 2016 | $325M | $325M | $0 | 7 | 500 |
| Dec 2015 | $325M | $325M | $0 | 7 | 500 |
| Dec 2015 | $325M | $325M | $0 | 7 | 500 |
| Dec 2015 | $325M | $325M | $0 | 7 | 500 |
| Nov 2015 | $325M | $325M | $0 | 7 | 500 |
| Oct 2015 | $325M | $325M | $0 | 7 | 500 |
| Sep 2015 | $325M | $325M | $0 | 7 | 500 |
| Jun 2015 | $325M | $325M | $0 | 7 | 500 |
| Jun 2015 | $325M | $325M | $0 | 7 | 500 |
| Jun 2015 | $325M | $325M | $0 | 7 | 500 |
| Mar 2015 | $325M | $325M | $0 | 7 | 500 |
| Apr 2014 | $252.1M | $252.1M | $0 | 8 | 450 |
| Feb 2014 | $247M | $247M | $0 | 8 | 400 |
| Nov 2013 | $247M | $247M | $0 | 8 | 400 |
| Sep 2013 | $235M | $235M | $0 | 8 | 400 |
| Mar 2013 | $207M | $207M | $0 | 8 | 400 |
| Feb 2013 | $180M | $180M | $0 | 7 | 400 |
| May 2012 | $180M | $180M | $0 | 1 | 400 |
| Mar 2012 | $180M | $180M | $0 | 1 | 400 |
| Apr 2011 | $170M | $170M | $0 | 5 | -- |
| Mar 2010 | $132.9M | $132.9M | $0 | 5 | -- |
| Mar 2009 | $119M | $119M | $0 | 5 | -- |
| Mar 2007 | $200M | $200M | $0 | 10 | -- |
| Feb 2006 | $160M | $160M | $0 | 10 | -- |
| Sep 2005 | $130M | $130M | $0 | 10 | -- |
| Jun 2005 | $130M | $130M | $0 | 10 | -- |
| Mar 2004 | $99M | $99M | $0 | 10 | -- |
| May 2002 | $71M | $70M | $1M | 5 | -- |
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$10.9M
Employees13
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees12
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees12
Clients0
DateAug 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees12
Clients0
DateAug 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees12
Clients0
DateJul 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees12
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees12
Clients0
DateMay 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees13
Clients0
DateFeb 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.2M
Employees13
Clients0
DateDec 2019
Total AUM$782.5M
Discretionary$772.6M
Non-Disc.$9.9M
Employees12
Clients0
DateNov 2019
Total AUM$782.5M
Discretionary$772.6M
Non-Disc.$9.9M
Employees12
Clients0
DateSep 2019
Total AUM$782.5M
Discretionary$772.6M
Non-Disc.$9.9M
Employees12
Clients0
DateAug 2019
Total AUM$782.5M
Discretionary$772.6M
Non-Disc.$9.9M
Employees12
Clients0
DateJul 2019
Total AUM$782.5M
Discretionary$772.6M
Non-Disc.$9.9M
Employees12
Clients0
DateApr 2019
Total AUM$782.5M
Discretionary$772.6M
Non-Disc.$9.9M
Employees12
Clients0
DateMar 2019
Total AUM$782.5M
Discretionary$772.6M
Non-Disc.$9.9M
Employees12
Clients0
DateOct 2018
Total AUM$693M
Discretionary$669.7M
Non-Disc.$23.3M
Employees10
Clients0
DateJun 2018
Total AUM$693M
Discretionary$669.7M
Non-Disc.$23.3M
Employees10
Clients0
DateJun 2018
Total AUM$693M
Discretionary$669.7M
Non-Disc.$23.3M
Employees10
Clients0
DateJun 2018
Total AUM$693M
Discretionary$669.7M
Non-Disc.$23.3M
Employees10
Clients0
DateFeb 2018
Total AUM$693M
Discretionary$669.7M
Non-Disc.$23.3M
Employees10
Clients0
DateFeb 2018
Total AUM$693M
Discretionary$669.7M
Non-Disc.$23.3M
Employees10
Clients0
DateAug 2017
Total AUM$567.7M
Discretionary$553.5M
Non-Disc.$14.3M
Employees10
Clients1,500
DateAug 2017
Total AUM$567.7M
Discretionary$553.5M
Non-Disc.$14.3M
Employees10
Clients1,500
DateAug 2017
Total AUM$567.7M
Discretionary$553.5M
Non-Disc.$14.3M
Employees10
Clients1,500
DateJul 2017
Total AUM$567.7M
Discretionary$553.5M
Non-Disc.$14.3M
Employees10
Clients1,500
DateMar 2017
Total AUM$567.7M
Discretionary$553.5M
Non-Disc.$14.3M
Employees10
Clients1,500
DateFeb 2017
Total AUM$567.7M
Discretionary$553.5M
Non-Disc.$14.3M
Employees10
Clients1,500
DateDec 2016
Total AUM$530.3M
Discretionary$530.3M
Non-Disc.$0
Employees8
Clients600
DateNov 2016
Total AUM$530.3M
Discretionary$530.3M
Non-Disc.$0
Employees8
Clients600
DateNov 2016
Total AUM$530.3M
Discretionary$530.3M
Non-Disc.$0
Employees8
Clients600
DateApr 2016
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees8
Clients600
DateMar 2016
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees8
Clients600
DateMar 2016
Total AUM$402.3M
Discretionary$402.3M
Non-Disc.$0
Employees8
Clients600
DateMar 2016
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateFeb 2016
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateFeb 2016
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateJan 2016
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateDec 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateDec 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateDec 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateNov 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateOct 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateSep 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateJun 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateJun 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateJun 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateMar 2015
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees7
Clients500
DateApr 2014
Total AUM$252.1M
Discretionary$252.1M
Non-Disc.$0
Employees8
Clients450
DateFeb 2014
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees8
Clients400
DateNov 2013
Total AUM$247M
Discretionary$247M
Non-Disc.$0
Employees8
Clients400
DateSep 2013
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees8
Clients400
DateMar 2013
Total AUM$207M
Discretionary$207M
Non-Disc.$0
Employees8
Clients400
DateFeb 2013
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees7
Clients400
DateMay 2012
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees1
Clients400
DateApr 2011
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$132.9M
Discretionary$132.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$119M
Discretionary$119M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$71M
Discretionary$70M
Non-Disc.$1M
Employees5
Clients--