CRD: 316869
Sohum Financial Planning, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2021
- Office Locations
- 1
Office Locations
About Sohum Financial Planning, LLC
Sohum Financial Planning, LLC is a Colorado-based RIA led by Devika Kamboh providing comprehensive financial planning and ongoing portfolio management for individuals and families across life stages—building wealth, protecting family, and preserving a legacy. The investment approach emphasizes asset allocation and risk management using ETFs, mutual funds, and fixed income. Custodies with Charles Schwab and uses eMoney for planning.
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
Devika Kamboh
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4077007
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,624,003 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,624,003 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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