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SONEN CAPITAL LLC
SONEN CAPITAL LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 159461
SEC# 801-72926
0
415-534-4444
01
Firm Overview
AUM
$793M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SONEN CAPITAL LLC
3 registered advisors
Daniel R (mi Only) Heu-Weller
SAN FRANCISCO, California
CRD# 5173409
Nicholas Koukopoulos
SAN FRANCISCO, California
CRD# 5860835
Raul Nmn Pomares
SAN FRANCISCO, California
CRD# 2911083
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. SONEN CAPITAL LLC (CRD# 159461) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.