Soho Financial Services LLC

Soho Financial Services LLC (CRD# 142510) is a financial advisory firm headquartered in Montecito, CA. They manage $1,300,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1187 Coast Village Road, Suite 546, Montecito, CA 93108
http://www.sohofsllc.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $650,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Soho Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank Troise, financial advisor Montecito CA
Frank T. Troise
CRD#: 2417914
1187 Coast Village Road, Suite 546, Montecito, CA 93108

Frank Troise (CRD# 2417914) is an Investment Advisor Representative working at Soho Financial Services LLC in Montecito, CA and has over 25 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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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