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William Christian Dauphinais

SORA INVESTORS LLC·BRYN MAWR, Pennsylvania
Clean recordSORA INVESTORS LLC
ONE TOWN PLACE, BRYN MAWR, PA 19010CRD# 3253718Firm CRD# 317257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Christian Dauphinais · BRYN MAWR, PA
Registration
CRD #3253718 · SORA INVESTORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Christian Dauphinais 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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SORA INVESTORS LLC
SORA INVESTORS
AUM
$673M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SORA INVESTORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE REIMBURSEMENT
Regulatory
SEC/IARD CRD# 3253718
Firm CRD# 317257
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Christian Dauphinais offer?
William Christian Dauphinais specializes in Retirement Planning, Wealth Management. Contact their office in BRYN MAWR, Pennsylvania for a consultation.
What are William Christian Dauphinais's credentials?
William Christian Dauphinais is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Christian Dauphinais located?
William Christian Dauphinais 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 William Christian Dauphinais charge for services?
William Christian Dauphinais'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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Larry Yilei Ge
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Samir Shah
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Research
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