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SONAS FINANCIAL GROUP, INC.

KANSAS CITY, MO · CRD 122547 · IAPD ↗ · sonasfinancial.com · 816-753-2210

$149.8MRegulatory AUM
2Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2024 — SONAS FINANCIAL GROUP, INC. (KANSAS CITY, MO) is newly SEC-registered with $116.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.