SOINA FINANCIAL GROUP, LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 326460
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals88.34%
- HNWI11.66%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Soina Financial Group, LLC is a small, privately owned advisory firm organized as an LLC. The business serves individual and family clients and provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports that it does not act as a capital allocator or as a multi-state adviser. It is not identified as an active ESG investor, nor does it describe pension consulting or related-adviser activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents93%
- Derivatives7%
Contacts
1 of 1HARKARAN TALWAR
OwnerCRD 5779156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 12890 Keystone Ct
- Time zone
- ET (UTC-5)
- Office locations
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