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Sonas Financial Group, Inc.

● SEC registered since 2024CRD 122547SEC# 801-130755Kansas City, MO
Export (members)
Reg. AUM
$134.6M
Employees
3
Accounts
313
Location
Kansas City, MO

Sonas Financial Group, Inc. assets under management

Sonas Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Kansas City, MO. The firm has been registered since 2024. It reports $134.6 million in regulatory assets under management and employs 3 people.
www.sonasfinancial.comView on SEC.gov ↗

Sonas Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James D Meysenburg ControlPresident And Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Sonas Financial Group, Inc. manage?

Sonas Financial Group, Inc. reports $134.6 million in regulatory assets under management on its Form ADV.

How many employees does Sonas Financial Group, Inc. have?

Sonas Financial Group, Inc. reports 3 employees.

Where is Sonas Financial Group, Inc. located?

Sonas Financial Group, Inc. is based in Kansas City, MO and has been SEC-registered since 2024.

Does Sonas Financial Group, Inc. disclose fund performance?

Sonas Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9229 Ward Parkway, Suite 300, Kansas City, MO 64114
Phone816-753-2210
Fax816-753-2222
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.2M
Non-discretionary$14.4M
Total (RAUM)$134.6M