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SOCHA FINANCIAL GROUP, LLC

CRD 299263 · SEC 801-114654

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181 EAST SECOND STREET, CORNING, NY, 14830, United States

Phone

607-962-0605

Fax

607-962-0933

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$430.0M

Discretionary AUM

$430.0M

Team

6 total employees; 3 advisory reps; 28 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREPARATION

Client types

TypeClientsAUM
Individuals604$205.6M
High net worth individuals130$224.3M

States served

CA, LA, MD, MA, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD