Unclaimed Profile

Nicholas Koukopoulos

SONEN CAPITAL LLC·SAN FRANCISCO, California

Clean recordSONEN CAPITAL LLC

456 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 5860835Firm CRD# 159461

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Koukopoulos · SAN FRANCISCO, CA

Registration

CRD #5860835 · SONEN CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Nicholas Koukopoulos is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SONEN CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SONEN CAPITAL LLC

AUM

$793M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SONEN CAPITAL LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5860835

Firm CRD# 159461

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Frequently Asked Questions

What services does Nicholas Koukopoulos offer?

Nicholas Koukopoulos specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Nicholas Koukopoulos's credentials?

Nicholas Koukopoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Koukopoulos located?

Nicholas Koukopoulos is based in SAN FRANCISCO, California, working with SONEN CAPITAL LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Nicholas Koukopoulos charge for services?

Nicholas Koukopoulos's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SONEN CAPITAL LLC?

SONEN CAPITAL LLC has approximately 19 employees and manages $793M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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