CRD: 122547
Sonas Financial Group, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-2002
- Office Locations
- 2
Office Locations
About Sonas Financial Group, Inc.
Sonas Financial Group, Inc. is a registered investment adviser based in Kansas City, Missouri (notice-filed in Kansas and Texas), serving U.S. clients across retail and institutional channels. The firm provides investment advisory and financial planning, including portfolio construction, retirement, tax, estate, and insurance planning, with allocations spanning mutual funds/index strategies, fixed income, and select alternatives. Custody is primarily via Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES D MEYSENBURG
Chief Compliance Officer, Founder, President
- CRD
- #2766806
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TREVOR KEANE HARRIS
Wealth Advisor
- CRD
- #4938954
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,745,716 | $424,108 |
| Non-Discretionary | $17,011,433 | $654,286 |
| Total | $149,757,149 | $441,762 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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