Overview
Assets Under Management: $410 million
Headquarters: CORNING, NY
High-Net-Worth Clients: 142
Average Client Assets: $2 million
Frequently Asked Questions
SOCHA FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299263), SOCHA FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
SOCHA FINANCIAL GROUP, LLC is headquartered in CORNING, NY.
SOCHA FINANCIAL GROUP, LLC serves 142 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, SOCHA FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOCHA FINANCIAL GROUP, LLC manages $410 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, SOCHA FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,627
Discretionary Accounts: 1,627
Regulatory Filings
CRD Number: 299263
Filing ID: 1966317
Last Filing Date: 2025-03-24 16:46:00
Website: https://sochafinancial.com