Soman Advisors LLC
RIAState Registered
Total AUM
$22M
Discretionary
$22M
100% of AUM
Avg account
$1.7M
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334599
- Website
- somanadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Soman Advisors LLC is an independent, California-registered wealth advisory firm organized as an LLC and owned by an individual. The firm provides fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its client focus is private individuals and families rather than institutions; it is not set up as a multi-state adviser or pension consultant and does not market itself as an ESG investor.
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
- Derivatives90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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