S
$57.9M Total AUM
$57.9M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
7 yrs Firm Age
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- Custodian
- Morgan Stanley ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2019
- Office Locations
- 1
Office Locations
5201 Great America Parkway Suite 320 Santa Clara CA
About Sodium Advisors Inc.
Sodium Advisors Inc. is a Santa Clara-based RIA. The firm has been operating for 7 years. Managing $57.9M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and Pershing.
Team overview
-- AVG AGE
$57.9M AVG AUM / ADVISOR
$28.9M AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL SCOTT GOODY
Chief Compliance Officer, Incoming Investment Banking Analyst, President
- CRD
- #3086357
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,891,302 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,891,302 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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