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Anthony Charles Ingoglia

SOCOTRA MANAGEMENT, INC.·SACRAMENTO, California
Clean recordSOCOTRA MANAGEMENT, INC.
2208 29TH ST., SACRAMENTO, CA 95817CRD# 7926910Firm CRD# 328954

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Charles Ingoglia · SACRAMENTO, CA
Registration
CRD #7926910 · SOCOTRA MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Charles Ingoglia is a registered financial advisor based in SACRAMENTO, California, affiliated with SOCOTRA MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SOCOTRA MANAGEMENT, INC.
SOCOTRA MANAGEMENT, INC.
AUM
$408M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOCOTRA MANAGEMENT, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7926910
Firm CRD# 328954
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Charles Ingoglia offer?
Anthony Charles Ingoglia specializes in Retirement Planning. Contact their office in SACRAMENTO, California for a consultation.
What are Anthony Charles Ingoglia's credentials?
Anthony Charles Ingoglia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Charles Ingoglia located?
Anthony Charles Ingoglia is based in SACRAMENTO, California, working with SOCOTRA MANAGEMENT, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Anthony Charles Ingoglia charge for services?
Anthony Charles Ingoglia's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOCOTRA MANAGEMENT, INC.?
SOCOTRA MANAGEMENT, INC. has approximately 3 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOCOTRA MANAGEMENT, INC.

Paul Richard Cotter
SACRAMENTO, CA
Adham Ramsay Sbeih
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Research
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