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- Custodian
- Bank OF America · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2023
- Office Locations
- 1
Office Locations
About Soina Financial Group, LLC
Soina Financial Group, LLC is a Georgia-based RIA providing transparent, tailored portfolio management for families and long-term investors. The firm uses disciplined, data-driven strategies, including options-based approaches designed to pursue risk-managed growth and diversification. Client assets stay in the client’s own brokerage account while Soina executes trades under an agreed mandate, with no lock-in periods or hidden fees.
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Owner & Executives
HARKARAN SINGH TALWAR
Chief Compliance Officer, Chief Executive Officer, Investment Adviser Representative
- CRD
- #5779156
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,223,607 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,223,607 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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