Sophis Investments LLC

Sophis Investments LLC (CRD# 170391) is a financial advisory firm headquartered in New York, NY. They manage $15,570,102 in 39 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
250 Park Avenue, 7th Floor, New York, NY 10177
http://www.rationalinvestors.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $399,233
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, DC, NE

Financial Advisors at Sophis Investments LLC
Showing 1 - 4 of 4 top financial advisors.
1
Vijay Malik, financial advisor Washington DC
Vijay Malik
CRD#: 4992630
Washington, DC
93
Wealthminder
score

Vijay Malik (CRD# 4992630) is an Investment Advisor Representative working at Sophis Investments LLC in Washington, DC and has over 7 years of experience in the finance industry.

2
Edward Obrien, financial advisor New York NY
Edward I. Obrien
CRD#: 1001911
250 Park Avenue, 7th Floor, New York, NY 10177
93
Wealthminder
score

Edward Obrien (CRD# 1001911) is an Investment Advisor Representative working at Sophis Investments LLC in New York, NY and has over 23 years of experience in the finance industry.

3
Emmanuel Recachinas, financial advisor Stamford CT
Emmanuel D. Recachinas
CRD#: 6506149
120 Strawberry Hill Avenue, Stamford, CT 06825
89
Wealthminder
score

Emmanuel Recachinas (CRD# 6506149) is an Investment Advisor Representative working at Sophis Investments LLC in Stamford, CT and has over 2 years of experience in the finance industry.

4
Tassos Recachinas, financial advisor New York NY
Tassos D. Recachinas
CRD#: 5002813
250 Park Avenue, 7th Floor, New York, NY 10177
84
Wealthminder
score

Tassos Recachinas (CRD# 5002813) is an Investment Advisor Representative working at Sophis Investments LLC in New York, NY and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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