SONOMAN INVESTMENTS LLC
MIAMI, FLORIDA

Sonoman Investments LLC is an investment advisor registered under the state of Florida, focusing on personalized portfolio management strategies. Established on January 25, 2013, with a mailing address at 555 NE 15th Street, Miami, FL, and located at 1198 Venetian Way, Miami Beach, FL, Sonoman Investments LLC is dedicated to offering tailored financial guidance under the leadership of Manager Alex Lopez O'Bryan. The company emphasizes that its website content serves an educational and informational purpose and should not be perceived as a solicitation or offer to sell any securities. It advises users to seek personalized advice from qualified professionals for individual cases. Sonoman Investments LLC ensures transparent communication regarding investment outcomes by clarifying that historical performance is not predictive of future results, with no assurance of positive returns and the acknowledgment that market conditions can lead to capital loss. Their comparative references include the S&P 500 index, which illustrates less volatility compared to their fund holdings, with all performance data 'net of fees,' accounting for advisory costs, brokerage commissions, and client-incurred expenses, alongside reinvested capital gains. As a Florida-registered company with file number L13000013309, Sonoman Investments LLC maintains active adherence to regulatory updates as evidenced by records such as the LC Amendment on September 18, 2017, and an annual report for 2024 filed February 19, 2024. The firm prides itself on being registered under FEI# 46-1929831 within Miami-Dade County, reflecting its commitment to maintaining compliance and transparency in its operations.