SONOMA WEST LLC

DTS GROUP LLC
1 registered advisor·CRD# 138687
SEC# 801-1275460415 497-7533
01

Firm Overview

AUM
$246M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at SONOMA WEST LLC

1 registered advisor
Noel Edward Murphy
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
1 advisor

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Data sourced from SEC Form ADV filings. SONOMA WEST LLC (CRD# 138687) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.