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Sosnowy Investment Management Company, Inc. (Cameron)


Sosnowy Investment Management Company, Inc. is a large advisory firm based in Cameron. It manages $141.58 million of regulatory assets for 971 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 12 other states.

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Sosnowy Investment Management Company provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sosnowy Investment Management Company: assets under management

The assets under management (AUM) of Sosnowy Investment Management Company, Inc. is $141.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $141.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.81 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sosnowy Investment Management Company, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cameron

The principal office where Sosnowy Investment Management Company, Inc. performs its advisory services is located at 501 North Crockett, Cameron, TX 76520 2548, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-526-2152 or by fax 254-697-6540. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.lastingwealth.com.


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