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SONMORE FINANCIAL LLC
CRD 311485
1490 S. PRICE RD., STE. 116, CHANDLER, AZ, 85286, United States
Phone
480-439-0500
Fax
480-422-9128
Registration
— (—)
Source
State registered
Total AUM
$86.7M
Discretionary AUM
$86.7M
Team
4 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $34.9M |
| High net worth individuals | 25 | $51.8M |
All web addresses on file
Official SEC filing: View on IAPD