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SOHO FINANCIAL SERVICES LLC
CRD 142510 · SEC 801-79526
1187 COAST VILLAGE ROAD, SUITE 546, MONTECITO, CA, 93108, United States
Phone
775-722-9577
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD