J Sohn, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169967
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.6%
- HNWI45.4%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
J Sohn, LLC is an independent registered investment adviser operating as a single-owner limited liability company that serves individual and family clients. The firm combines accounting-related business activities with advisory work that emphasizes financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. J Sohn, LLC does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds15%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1Julia Sohn
Owner, Investment Advisor RepresentativeCRD 851393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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