SOCHA FINANCIAL GROUP, LLC

Overview

Socha Financial Group, LLC is an independent registered investment adviser that registered with the SEC in 2019 and operates as a limited liability company under individual ownership. The firm targets individuals, families and small-business clients, providing financial planning and portfolio management services. Its billing model is a mix of percentage-of-AUM, hourly fees and fixed-fee engagements. Investment activity centers on publicly traded funds and mutual funds, and the firm identifies as an active ESG investor. Socha Financial Group does not present itself as a capital allocator or pension consultant and is focused on a client roster composed primarily of individuals and families rather than multi-state institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives