$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
2 Employees
4 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2007
- Office Locations
- 1
Office Locations
1187 Coast Village Road Suite 546 Montecito CA
About Soho Financial Services LLC
SOHO Financial Services LLC is a Montecito, CA RIA offering bespoke wealth management, asset management, and portfolio construction for retail clients, including entrepreneurs, with estate planning, insurance, and business-succession support. The firm focuses on asset allocation using ETFs and mutual funds; custody is through Charles Schwab and TD Ameritrade, and it uses Nitrogen (Riskalyze) for risk profiling.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$325.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Owner & Executives
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FRANK THOMAS TROISE
Advisor
- CRD
- #2417914
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | $1,333,333 |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | $1,333,333 |
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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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