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SORA INVESTORS LLC
SORA INVESTORS LLC
SORA INVESTORS
BRYN MAWR, Pennsylvania
·
4 registered advisors
·
CRD# 317257
SEC# 801-122700
3
610-801-2000
01
Firm Overview
AUM
$673M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: EXPENSE REIMBURSEMENT
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at SORA INVESTORS LLC
4 registered advisors
Jenell Kim Wunsch
BRYN MAWR, Pennsylvania
CRD# 5100176
Larry Yilei Ge
BRYN MAWR, Pennsylvania
CRD# 5111296
Samir Shah
BRYN MAWR, Pennsylvania
CRD# 5099716
William Christian Dauphinais
BRYN MAWR, Pennsylvania
CRD# 3253718
05
Office Locations
BRYN MAWR, Pennsylvania
4 advisors
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Data sourced from SEC Form ADV filings. SORA INVESTORS LLC (CRD# 317257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.