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SOHUM FINANCIAL PLANNING, LLC
CRD 316869
4860 CR-73, SUITE A, EVERGREEN, CO, 80439, United States
Phone
212-725-3284
Fax
970-788-7555
Registration
— (—)
Source
State registered
Total AUM
$3.6M
Discretionary AUM
$3.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
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)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $816K |
| High net worth individuals | 3 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD