SOHO FINANCIAL SERVICES LLC
Firm details
- Headquarters
- MONTECITO, California
- CRD number
- 142510
- Website
- www.sohofsllc.com
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Soho Financial Services LLC is a small, domestic limited liability company that acts as a capital allocator and provides advisory services primarily to individuals and families. The firm offers portfolio management for individuals, small businesses and for business or institutional clients, charging either a percentage of assets under management or fixed fees. Soho is not positioned as an ESG-focused adviser, it is not multi-state registered, and it does not list pension consulting or related-adviser activities.
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 Equities80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1FRANK TROISE
Founder & CEOCRD 2417914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONTECITO, CA
SANTA BARBARA
Location
MONTECITO, CA
Headquartered in MONTECITO, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 1187 Coast Village Rd
- Time zone
- PT (UTC-8)
- Office locations
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