SOHO FINANCIAL SERVICES LLC

MONTECITO, California·2 registered advisors·CRD# 142510

SEC# 801-79526(775) 298-4879

01

Firm Overview

AUM

$100M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at SOHO FINANCIAL SERVICES LLC

2 registered advisors

Frank Thomas Troise

HENDERSON, Nevada

Marion Miki Braswell

HENDERSON, Nevada

05

Office Locations

HENDERSON, Nevada

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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.