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SOA FINANCIAL
LANHAM, MD
301-262-1822
SEC #801-76234Total AUM
$25M
Employees
0Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4200 FORBES BOULEVARD
SUITE 101
LANHAM
MD 20706
United States
SUITE 101
LANHAM
MD 20706
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
301-262-1822
Financials
Total AUM
$25M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$25M
Accounts
1
Clients
None reported
Services
Services Offered
Financial PlanningPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly Fee
Compliance
Disclosures
None reported
State Registrations
MDVA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.