Soho Financial Services LLC

Soho Financial Services LLC (CRD# 142510) is a financial advisory firm headquartered in Montecito, CA. They manage $1,200,000 in 8 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $150,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, NV

Financial Advisors at Soho Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank T. Troise
CRD#: 2417914
2500 Anthem Village Drive, Henderson, NV 89052
93
Wealthminder
score

Frank Troise (CRD# 2417914) is an Investment Advisor Representative working at Soho Financial Services LLC in Henderson, NV and has over 18 years of experience in the finance industry.

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