Andrew Soter Investment Consultants

Andrew Soter Investment Consultants (CRD# 112803) is a financial advisory firm headquartered in , . They manage $15,300,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $306,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Andrew Soter Investment Consultants
Showing 1 - 2 of 2 top financial advisors.
1
Wendell B. Liljedahl
CRD#: 4697537
Ventura, CA
93
Wealthminder
score

Wendell Liljedahl (CRD# 4697537) is an Investment Advisor Representative working at Andrew Soter Investment Consultants in Ventura, CA and has over 13 years of experience in the finance industry.

2
Andrew J. Soter
CRD#: 430955
Ventura, CA
87
Wealthminder
score

Andrew Soter (CRD# 430955) is an Investment Advisor Representative working at Andrew Soter Investment Consultants in Ventura, CA and has 1 year of experience in the finance industry.

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