Sonas Financial Group, Inc.
Sonas Financial Group, Inc. (CRD# 122547) is a financial advisory firm headquartered in Kansas City, MO. They manage $116,909,441 in 307 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management117MILLION
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$380,813
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, MO, TX
Financial Advisors at Sonas Financial Group, Inc.
1
Trevor Harris (CRD# 4938954) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 19 years of experience in the finance industry.
2
James D. Meysenburg
CRD#:
2766806
Board Of Trade Building, 4800 Main Street, Suite 330,
Kansas City,
MO
64112
James Meysenburg (CRD# 2766806) is an Investment Advisor Representative working at Sonas Financial Group, Inc. in Kansas City, MO and has over 25 years of experience in the finance industry.
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