SONAS FINANCIAL GROUP, INC.
SONAS FINANCIAL GROUP, INC. of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 122547). Regulatory assets under management: $149.8M.
Registration
- CRD: 122547
- SEC file number: 801-130755
- Type: Registered investment adviser
- Location: 9229 WARD PARKWAY, SUITE 300, KANSAS CITY, MO, 64114
- Phone: 816-753-2210
- Latest filing: 2026-03-27
- Regulatory AUM: $149.8M
- Discretionary AUM: $132.7M
- Non-discretionary AUM: $17.0M
- Clients: 3
- Accounts: 339
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| James D Meysenburg | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MEYSENBURG JAMES D | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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