SONORA INVESTMENT MANAGEMENT GROUP, LLC
Legal name: SONORA INVESTMENT MANAGEMENT
CRD #315312 SEC #801-121799 TUCSON, AZ 520-624-4554
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
17
Clients
--
Accounts
3,940
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.4B | $69.5M | 17 | 0 |
| Sep 2024 | $2B | $1.9B | $34.1M | 15 | 0 |
| Jul 2024 | $2B | $1.9B | $34.1M | 15 | 0 |
| Apr 2024 | $2B | $1.9B | $34.1M | 15 | 0 |
| Mar 2024 | $2B | $1.9B | $34.1M | 15 | 0 |
| Oct 2023 | $2B | $2B | $14.2M | 15 | 0 |
| Sep 2023 | $2B | $2B | $14.2M | 15 | 0 |
| Sep 2023 | $2B | $2B | $14.2M | 15 | 0 |
| Mar 2023 | $2B | $2B | $14.2M | 15 | 0 |
| Jan 2023 | $1.6B | $1.6B | $21.9M | 15 | 0 |
| Mar 2022 | $1.6B | $1.6B | $21.9M | 15 | 0 |
| Dec 2021 | $1.6B | $1.6B | $48M | 13 | 0 |
| Nov 2021 | $1.6B | $1.6B | $48M | 13 | 0 |
| Aug 2021 | $0 | $0 | $0 | 13 | 0 |
| Jul 2021 | $0 | $0 | $0 | 13 | 0 |
| Jun 2021 | $0 | $0 | $0 | 13 | 0 |
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$69.5M
Employees17
Clients0
DateSep 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$34.1M
Employees15
Clients0
DateJul 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$34.1M
Employees15
Clients0
DateApr 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$34.1M
Employees15
Clients0
DateMar 2024
Total AUM$2B
Discretionary$1.9B
Non-Disc.$34.1M
Employees15
Clients0
DateOct 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$14.2M
Employees15
Clients0
DateSep 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$14.2M
Employees15
Clients0
DateSep 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$14.2M
Employees15
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$14.2M
Employees15
Clients0
DateJan 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$21.9M
Employees15
Clients0
DateMar 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$21.9M
Employees15
Clients0
DateDec 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$48M
Employees13
Clients0
DateNov 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$48M
Employees13
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0