Sonora Investment Management, LLC
16100 North 71st Street, Tempe, AZ 85282
Location & Phone number
About the Business
Sonora Investment Management, LLC is a boutique money management firm located at 16100 North 71st Street in Tempe, Arizona. Established in 1986, our experienced advisory team has been providing personalized asset management services to over 1000 client households. With over $1.5 billion in assets under management, we specialize in professional portfolio management tailored to individual client goals and needs. Our proprietary investment research process combines bottom-up and top-down analysis on U.S. registered equity and bond investments.
At Sonora Investment Management, we offer comprehensive tools and analysis for budgeting and retirement planning, as well as customized portfolio management designed to align with client objectives and risk tolerance. As a fiduciary, we prioritize transparency and conservative practices in our client interactions, always putting our clients' financial interests first.
With offices in Phoenix and Tucson, Arizona, we are dedicated to providing top-notch financial services to our clients. Contact us at (480) 474-4188 in Phoenix or (520) 624-4554 in Tucson to learn more about how Sonora Investment Management can help you achieve your financial goals.
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