Sonnet, LLC
Sonnet, LLC (CRD# 282882) is a financial advisory firm headquartered in Spring, TX. They manage $78,716,819 in 340 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management79MILLION
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Total Number of Accounts340ACCOUNTS
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Average Account Value$231,520
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Sonnet, LLC
1
Brian Koepp (CRD# 2915016) is an Investment Advisor Representative working at Sonnet, LLC in Spring, TX and has over 26 years of experience in the finance industry.
2
Thomas Seago (CRD# 6758726) is an Investment Advisor Representative working at Sonnet, LLC in Spring, TX and has over 9 years of experience in the finance industry.
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