Retirement & Financial Investments
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Florida Registered Investment Advisor
CRD number 170794
Striving For Excellence
We support investment accounts, 401(k), IRAs, UTMA, rollovers, UGMA and more
AMZN +0.75
DJI +66.02
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S&P +13.22
+70 powerful
To keep track of your investments
Up to 90%
Of our investment decisions are with a long-term horizon
Comission free
We enjoy free trading windows to help minimize your cost
Introducing Sonoman Investments
Start today so you can be closer to your goals
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We make sure all our clients are well informed and understand us
with the latest security technology
Monthly statements, tax forms readily available
No hidden fees. Clients know exactly what they are charged
We can buy decimal share points
We eat our
own cooking
We are personally invested in the portfolio


Flat annual advisory fee
  • Flat brokerage fee of $8.30 a month
  • Two free trading windows
  • Minimum investment of $100 a month
Start growing your wealth 
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Oops! Something went wrong while submitting the form.
Click here to open an account with $100
This website and its contents are for educational and informational purposes only. Nothing contained here should be construed by anyone as an invitation or solicitation to buy or sell any security. This site does not contain personalized legal, tax, investment, or financial advice. Users of this site should consult with a qualified adviser to obtain advice suited to their personal circumstances. Any links provided here to other web sites are for informational purposes only. We take no responsibility for the accuracy or content of linked sites.

The historical performance data contained represent performance results as reported by the funds listed. The performance results are for illustration purposes only.

Historical results are not indicative of future performance. Positive returns are not guaranteed. Individual results will vary depending on market conditions and investing may cause capital loss. The S&P 500, used for comparison purposes, is significantly less volatile than the holdings of the funds listed. The performance data is “net of all fees” reflecting the deduction of advisory fees, brokerage commissions and any other client paid expenses. The performance data includes the reinvestment of capital gains. The publication of this performance data is in no way a solicitation or offer to sell securities or investment advisory services.
Sonoman Investments LLC is a investment registered advisor under the state of Florida. The company is located at 1198 Venetian Way, Miami Beach, FL, 33139
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