Sohn, Julia

Sohn, Julia (CRD# 169967) is a financial advisory firm headquartered in Henderson, NV. They manage $12,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

NV

Financial Advisors at Sohn, Julia
Showing 1 - 1 of 1 top financial advisors.
1
Julia Y. Sohn
CRD#: 851393
Henderson, NV
71
Wealthminder
score

Julia Sohn (CRD# 851393) is an Investment Advisor Representative working at Sohn, Julia in Henderson, NV and has over 21 years of experience in the finance industry. Julia Sohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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