SONAS FINANCIAL GROUP, INC.
CRD #122547 SEC #801-130755 KANSAS CITY, MO 816-753-2210
SEC Registered
Total AUM
$134.6M
Discretionary
$120.2M
Employees
3
Clients
26
Accounts
313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $134.6M | $120.2M | $14.4M | 3 | 0 |
| Jun 2024 | $116.9M | $107M | $9.9M | 3 | 1 |
| Jun 2012 | $67.6M | $62.7M | $4.9M | 1 | 26 |
| Mar 2012 | $67.6M | $62.7M | $4.9M | 1 | 26 |
| Mar 2011 | $66.5M | $61.4M | $5.1M | 5 | -- |
| Mar 2009 | $43.5M | $41.3M | $2.2M | 5 | -- |
| Mar 2008 | $54M | $50.7M | $3.2M | 5 | -- |
| Mar 2007 | $47.3M | $44.3M | $2.9M | 5 | -- |
| Mar 2006 | $39.9M | $37.1M | $2.8M | 5 | -- |
| Dec 2005 | $32M | $32M | $0 | 5 | -- |
DateMar 2025
Total AUM$134.6M
Discretionary$120.2M
Non-Disc.$14.4M
Employees3
Clients0
DateJun 2024
Total AUM$116.9M
Discretionary$107M
Non-Disc.$9.9M
Employees3
Clients1
DateJun 2012
Total AUM$67.6M
Discretionary$62.7M
Non-Disc.$4.9M
Employees1
Clients26
DateMar 2012
Total AUM$67.6M
Discretionary$62.7M
Non-Disc.$4.9M
Employees1
Clients26
DateMar 2011
Total AUM$66.5M
Discretionary$61.4M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2009
Total AUM$43.5M
Discretionary$41.3M
Non-Disc.$2.2M
Employees5
Clients--
DateMar 2008
Total AUM$54M
Discretionary$50.7M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2007
Total AUM$47.3M
Discretionary$44.3M
Non-Disc.$2.9M
Employees5
Clients--
DateMar 2006
Total AUM$39.9M
Discretionary$37.1M
Non-Disc.$2.8M
Employees5
Clients--
DateDec 2005
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--