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SOINA FINANCIAL GROUP, LLC
CRD 326460
12890 KEYSTONE CT, ALPHARETTA, GA, 30009, United States
Phone
267-457-4644
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.2M
Discretionary AUM
$1.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.1M |
| High net worth individuals | 1 | $143K |
All web addresses on file
Official SEC filing: View on IAPD