SONOMA ALLOCATIONS LLC
Doing business as SONOMA ALLOCATIONS. SEC Form ADV profile.
Total regulatory AUM
$350,000,000
Discretionary
$350,000,000
Non-discretionary
$0
Firm details
- CRD number
- 335435
- SEC file number
- 801-132529
- Main office
- SANTA ROSA, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://sonomaallocations.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.