Sora Wealth, LLC

Sora Wealth, LLC (CRD# 313208) is a financial advisory firm headquartered in Lincolnwood, IL. They manage $26,753,131 in 66 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7358 N Lincoln Ave, Unit 170, Lincolnwood, IL 60712
https://www.sorawealth.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $405,350
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Sora Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sam Bakou, financial advisor Lincolnwood IL
Sam Bakou
CRD#: 3087361
7358 N Lincoln Ave, Unit 170, Lincolnwood, IL 60712

Sam Bakou (CRD# 3087361) is an Investment Advisor Representative working at Sora Wealth, LLC in Lincolnwood, IL 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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