← Tributary

SONORA INVESTMENT MANAGEMENT

TUCSON, AZ · CRD 315312 · IAPD ↗ · invmgmt.com · 520-624-4554

$2.44BRegulatory AUM
12Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
49States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — SONORA INVESTMENT MANAGEMENT (TUCSON, AZ) left the SEC roster (was $2.44B RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2025 — SONORA INVESTMENT MANAGEMENT changed its website from focusfinancialpartners.com to invmgmt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
August 2024 — SONORA INVESTMENT MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
May 2024 — SONORA INVESTMENT MANAGEMENT changed its website from invmgmt.com to focusfinancialpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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