SOHO FINANCIAL SERVICES LLC

MONTECITO, California·1 registered advisor·CRD# 142510

SEC# 801-79526(775) 298-4879

Firm Overview

AUM

$100M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Specialties

Investment Management Wealth Management Fee-Only Advisory

Advisors at SOHO FINANCIAL SERVICES LLC

1 registered advisor

Frank Thomas Troise

HENDERSON, Nevada

CRD# 2417914

Office Locations

HENDERSON, Nevada

1 advisor

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Data sourced from SEC Form ADV filings. SOHO FINANCIAL SERVICES LLC (CRD# 142510) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.