SOO Financial L.L.C.

Overview

SOO Financial L.L.C. is an independent, limited liability registered investment adviser serving individual and family clients. The firm operates on a percentage-of-assets fee model and provides financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients, and it lists pension consulting among its advisory activities. Its public filings indicate a clear tilt toward equity-focused strategies and it does not report active ESG integration. The adviser is not set up as a capital allocator and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives