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Building 2SOCHA FINANCIAL GROUP

Map pinCORNING, NY
Phone607-962-0605
NotebookSEC #801-55938
Total AUM
$238.9M
Employees
7
Clients
706

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

ReceiptFinancials

Total AUM
$238.9M
Accounts
706
Discretionary
$238.9M
Accounts
706
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
527
AUM
$89.4M
HNW Individual Clients
179
AUM
$149.5M

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
CAFLKYMAMDNCNHNJNYPASCTXVA

HandshakeAffiliates

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

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