Unclaimed Profile

Larry Yilei Ge

SORA INVESTORS LLC·BRYN MAWR, Pennsylvania

Clean recordSORA INVESTORS LLC

ONE TOWN PLACE, BRYN MAWR, PA 19010CRD# 5111296Firm CRD# 317257

Profile Verification

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

Identity

Larry Yilei Ge · BRYN MAWR, PA

Registration

CRD #5111296 · SORA INVESTORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Larry Yilei Ge is a registered financial advisor based in BRYN MAWR, Pennsylvania, affiliated with SORA INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SORA INVESTORS LLC

SORA INVESTORS

AUM

$673M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SORA INVESTORS LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Other: EXPENSE REIMBURSEMENT

Regulatory

SEC/IARD CRD# 5111296

Firm CRD# 317257

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Larry Yilei Ge offer?

Larry Yilei Ge specializes in Retirement Planning, Wealth Management. Contact their office in BRYN MAWR, Pennsylvania for a consultation.

What are Larry Yilei Ge's credentials?

Larry Yilei Ge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Larry Yilei Ge located?

Larry Yilei Ge is based in BRYN MAWR, Pennsylvania, working with SORA INVESTORS LLC. Their office serves clients in the BRYN MAWR metropolitan area and surrounding communities.

How does Larry Yilei Ge charge for services?

Larry Yilei Ge's firm is compensated through percentage of aum, performance-based fees, other: expense reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SORA INVESTORS LLC?

SORA INVESTORS LLC has approximately 8 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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