Overview
Assets Under Management: $410 million
Headquarters: CORNING, NY
High-Net-Worth Clients: 4
Average Client Assets: $46 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.65
Average High-Net-Worth Client Assets: $46 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