Falists
← Back to search

SODIUM ADVISORS INC.

CRD 300087

5201 GREAT AMERICA PARKWAY, SUITE 320, SANTA CLARA, CA, 95054, United States

Phone

408-850-7211

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$57.9M

Discretionary AUM

$57.9M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals2$57.9M

Official SEC filing: View on IAPD