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Asset ManagerRIA · CRD 142510SEC-Registered

Updated:

SOHO Financial Services LLC

SOHO FINANCIAL SERVICES LLC is an SEC-registered investment adviser in MONTECITO, CA. The firm manages approximately $1 million in regulatory assets.

Overview

SOHO FINANCIAL SERVICES LLC is an SEC-registered investment adviser in MONTECITO, CA. The firm manages approximately $1 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs SOHO Financial Services LLC?

No principals or leadership are identified in any public record. The firm has no LinkedIn page or other professional biography content.

Does SOHO Financial Services LLC manage client capital?

No AUM, deployment numbers, or investor base is documented. Without regulatory filings or marketing materials, its capital sources cannot be verified.

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