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).
Total Assets Under Management1MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$150,000
- A percentage of assets under your management
- 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)
Frank Troise (CRD# 2417914) is an Investment Advisor Representative working at Soho Financial Services LLC in Henderson, NV and has over 19 years of experience in the finance industry.