RP
RP

Raul Nmn Pomares

19 Years of Experience
Areas of Practice
Investment ManagementSocially Responsible InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
41 clients
Average Client Portfolio
$24.6M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

101 Montgomery Street, Suite 2150, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Raul is a director for Alterna Foundation, a non-profit organization supporting innovation and entrepreneurship in underserved communities. He has served on the board since 2018, dedicating minimal time to the role.

Employment History
Current Registrations
Sonen Capital LLC
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
Springcreek Advisors, LLC
August 2010 - March 2012 · 1 yr 7 mos
Guggenheim Investment Advisors, LLC
August 2008 - June 2010 · 1 yr 10 mos
Asset Consulting Group, INC.
July 2006 - July 2008 · 2 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.