Socha Financial Group, LLC
Socha Financial Group, LLC (CRD# 299263) is a financial advisory firm headquartered in Corning, NY. They manage $354,290,207 in 754 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management354MILLION
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Total Number of Accounts754ACCOUNTS
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Average Account Value$469,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CT, FL, KY, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
Jolie McCarthy (CRD# 6171720) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry.
Michael Socha (CRD# 5402692) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 13 years of experience in the finance industry.
Nina Socha (CRD# 5350145) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 15 years of experience in the finance industry.
Michelle Vang (CRD# 6827201) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry.