Soo Financial LLC

Soo Financial LLC (CRD# 129361) is a financial advisory firm headquartered in , . They manage $4,630,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $94,490
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Soo Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Soo, financial advisor Saline MI
Michael Soo
CRD#: 2833866
Saline, MI

Michael Soo (CRD# 2833866) is an Investment Advisor Representative working at Soo Financial LLC in Saline, MI 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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