Assets Under Management
$1.0B
Number of Clients
41
Number of Advisors
1
Average Client AUM
$24.6M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
Sonen Capital offers customized investment management solutions integrating social and environmental impact. They use a tactical allocation strategy to reduce risk and increase financial performance. Services include asset allocation and manager selection for tailored portfolios on discretionary and non-discretionary bases. They manage over $1 billion in regulatory assets under management.
101 Montgomery Street, Suite 2150, San Francisco, CA, 94104