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Zuheir Sofia

ELIZABETH PARK CAPITAL ADVISORS, LTD·PEPPER PIKE, Ohio
Unclaimed Profile
29525 CHAGRIN BLVD., PEPPER PIKE, OH 44122CRD# 1464001Firm CRD# 158416
01

About

Zuheir Sofia is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with ELIZABETH PARK CAPITAL ADVISORS, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ELIZABETH PARK CAPITAL ADVISORS, LTD
ELIZABETH PARK CAPITAL MANAGEMENT, LTD
AUM
$341M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ELIZABETH PARK CAPITAL ADVISORS, LTD →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1464001
Firm CRD# 158416
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Zuheir Sofia offer?
Zuheir Sofia specializes in Retirement Planning. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are Zuheir Sofia's credentials?
Zuheir Sofia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zuheir Sofia located?
Zuheir Sofia is based in PEPPER PIKE, Ohio, working with ELIZABETH PARK CAPITAL ADVISORS, LTD. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
How does Zuheir Sofia charge for services?
Zuheir Sofia'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 ELIZABETH PARK CAPITAL ADVISORS, LTD?
ELIZABETH PARK CAPITAL ADVISORS, LTD has approximately 10 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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