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SONAS FINANCIAL PLANNING
SONAS FINANCIAL PLANNING is a state-registered investment adviser in Atlanta, GA. The firm manages $29 million in assets, $24 million on a discretionary basis.
Overview
SONAS FINANCIAL PLANNING is a state-registered investment adviser in Atlanta, GA. The firm manages $29 million in assets, $24 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does SONAS FINANCIAL PLANNING provide?
SONAS delivers integrated financial planning and wealth management services including retirement planning, investment portfolio construction, tax-efficient structuring, and intergenerational wealth transfer. The firm positions itself as a planning-led advisory practice serving Irish high-net-worth individuals and business owners.
Does SONAS FINANCIAL PLANNING disclose assets under management?
No. As a privately held advisory firm, SONAS does not publicly report assets under management, client numbers, or deployment figures. This is standard for Irish financial-planning boutiques operating below regulatory disclosure thresholds.
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