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Monica Sue Sonnier

TOWNSQUARE CAPITAL, LLC·PROVO, Utah
Unclaimed Profile
5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 2949961Firm CRD# 288576
01

About

Monica Sue Sonnier is a registered financial advisor based in PROVO, Utah, affiliated with TOWNSQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
TOWNSQUARE CAPITAL, LLC
TOWNSQUARE CAPITAL, LLC
AUM
$8.8B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at TOWNSQUARE CAPITAL, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2949961
Firm CRD# 288576
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Monica Sue Sonnier offer?
Monica Sue Sonnier specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Monica Sue Sonnier's credentials?
Monica Sue Sonnier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monica Sue Sonnier located?
Monica Sue Sonnier is based in PROVO, Utah, working with TOWNSQUARE CAPITAL, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does Monica Sue Sonnier charge for services?
Monica Sue Sonnier's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSQUARE CAPITAL, LLC?
TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PROVO
Nathan Dale White — PARAGON CAPITAL MANAGEMENT INCBrent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCNatalie Grace Wolfsen — TOWNSQUARE CAPITAL, LLCBradley Steven Jensen — ACCUVEST GLOBAL ADVISORS, INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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