Sofis Consulting, LLC
Sofis Consulting, LLC (CRD# 172365) is a financial advisory firm headquartered in , . They manage $70,499,227 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sofis Consulting, LLC
By the Numbers
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Total Assets Under Management70MILLION
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Total Number of Accounts6ACCOUNTS
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Average Account Value$11,749,871
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Sofis Consulting, LLC
No Advisor Found.
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