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SONAS FINANCIAL GROUP, INC.
CRD 122547 · SEC 801-130755
9229 WARD PARKWAY, SUITE 300, KANSAS CITY, MO, 64114, United States
Phone
816-753-2210
Fax
816-753-2222
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.8M
Discretionary AUM
$132.7M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $31.1M |
| High net worth individuals | 45 | $108.4M |
States served
KS, MO, TX
All web addresses on file
Official SEC filing: View on IAPD