$500.0K Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-22-2023
- Office Locations
- 1
Office Locations
-- Rancho Santa FE CA
About SOP Advisors LLC
SOP Advisors LLC is a Rancho Santa FE-based RIA. The firm has been operating for 2 years. Managing $500.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$500.0K AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEVEN ALLEN
Managing Member, President
- CRD
- #1415970
- 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 | $500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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