Investment adviser · CRD 162349

SOA FINANCIAL

Investment adviser filing (IA)

SOA, LLC

LANHAM, MD, United States · Form ADV filed Apr 27, 2012

Regulatory AUM
$25M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 27, 2012. View historical filings

Reported services

Financial planning · Pooled investment vehicle management

Compensation

Hourly

Principal office

4200 FORBES BOULEVARD, SUITE 101
LANHAM, MD, 20706, United States

CRD 162349

Filing source

Form ADV 643437 · Apr 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.