J
CRD: 169967
J Sohn, Llc.
Henderson, NV
7022022600
$33.3M Total AUM
$33.3M Disc. AUM
-- 3Y CAGR
2 Employees
156 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2013
- Office Locations
- 1
Office Locations
-- Henderson NV
About J Sohn, Llc.
J Sohn, Llc. is a Henderson-based RIA. The firm has been operating for 12 years. Managing $33.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.6M AVG AUM / ADVISOR
$213.2K AVG AUM / CLIENT
12.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Matrix beacon Timber timber
Investment Themes
Momentum Frontier
Investment Vehicles
Zenith
Services
Insight timber Ember Pioneer Capital focus Foundation Ember crest Catalyst wave Foundation prime
Owner & Executives
J
JULIA YOUNGGIN SOHN
Chief Compliance Officer, Owner
- CRD
- #851393
- Ownership
- 75% or more
(615) 295-9278
timber.unison@capitalcapital.com
in linkedin.com/in/signal-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,261,571 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,261,571 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,261,571
Equity - Exchange:
28.5% Corporate - Investment Grade:
26.4% Public Funds:
14.1% Cash:
16.1% U.S. Government/Agency:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,115,679,662 | 28.5% |
| Corporate - Investment Grade | $1,959,787,477 | 26.4% |
| Public Funds | $1,046,704,675 | 14.1% |
| Cash | $1,195,173,423 | 16.1% |
| U.S. Government/Agency | $1,106,092,174 | 14.9% |
| Total | $7,423,437,411 | 100.0% |