Soho Financial Services LLC
Soho Financial Services LLC (CRD# 142510) is a financial advisory firm headquartered in Montecito, CA. They manage $1,300,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$650,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Soho Financial Services LLC
1
Frank Troise (CRD# 2417914) is an Investment Advisor Representative working at Soho Financial Services LLC in Montecito, CA and has over 25 years of experience in the finance industry.
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