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Building 2SOCHA FINANCIAL GROUP, LLC

Map pinCORNING, NY
Phone607-962-0605
NotebookSEC #801-114654
Total AUM
$430M
Employees
6
Clients
734

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
181 EAST SECOND STREET
CORNING
NY 14830
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
607-962-0605
Other Offices
1

ReceiptFinancials

Total AUM
$430M
Accounts
1,526
Discretionary
$430M
Accounts
1,526
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
604
AUM
$205.6M
HNW Individual Clients
130
AUM
$224.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMDNCNHNYOHPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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