Sohum Financial Planning, LLC

Sohum Financial Planning, LLC (CRD# 316869) is a financial advisory firm headquartered in Pagosa Springs, CO. They manage $5,080,011 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
543 Park Avenue, Suite 9, Pagosa Springs, CO 81147
http://www.sohumfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $508,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Sohum Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Devika Kamboh, financial advisor Pagosa Springs CO
Devika Kamboh
CRD#: 4077007
543 Park Avenue, Suite 9, Pagosa Springs, CO 81147

Devika Kamboh (CRD# 4077007) is an Investment Advisor Representative working at Sohum Financial Planning, LLC in Pagosa Springs, CO and has over 23 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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