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Building 2SOPHER INVESTMENT MANAGEMENT INC

Map pinSOUTH BURLINGTON, VT
Phone802-658-0625
NotebookSEC #801-42494
Total AUM
$79.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1233 SHELBURNE ROAD
SUITE D-6B
SOUTH BURLINGTON
VT 05403
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
802-658-0625

ReceiptFinancials

Total AUM
$79.2M
Accounts
83
Discretionary
$78.6M
Accounts
81
Non-Discretionary
$617.2K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING-INCIDENTIAL ONLY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEE STRUCTURE

Shield checkCompliance

Disclosures

None reported

State Registrations
VT

HandshakeAffiliates

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

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