SO LLC

Overview

SO LLC is a small, individually owned limited liability company that provides advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm also performs selection of other advisers, indicating it acts as a capital allocator that hires external managers for some exposures. Fee arrangements include both a percentage-of-assets structure and fixed-fee engagements. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser in the provided dataset, and is not flagged as a pension consultant or related adviser. The year of SEC registration is not specified in the source material.

Assets & Accounts

Investments & Alternatives