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Building 2SOFI WEALTH LLC

Map pinSAN FRANCISCO, CA
Phone855-525-7634
NotebookSEC #801-78185
Total AUM
$2B
Employees
114
Clients
254,020

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
234 1ST STREET
SAN FRANCISCO
CA 94105
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
855-525-7634
Other Offices
4

ReceiptFinancials

Total AUM
$2B
Accounts
290,887
Discretionary
$2B
Accounts
290,887
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
254,000
AUM
$2B
HNW Individual Clients
20
AUM
$32.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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