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Building 2SOHO FINANCIAL SERVICES LLC

Map pinMONTECITO, CA
Phone775-298-4879
NotebookSEC #801-67481
Total AUM
$32M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1187 COAST VILLAGE ROAD
SUITE 546
MONTECITO
CA 93108
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
775-298-4879

ReceiptFinancials

Total AUM
$32M
Accounts
65
Discretionary
$32M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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