SONORAN INVESTMENT ADVISORS, LLC

Overview

Sonoran Investment Advisors, LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and performance-based fees. While the firm does not actively engage in ESG investing, it has established itself as a player in the financial advisory landscape by offering tailored investment strategies to its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices