Investment adviser · CRD 142510

SOHO FINANCIAL SERVICES LLC

Investment adviser filing (IA)

MONTECITO, CA, United States · Form ADV filed Jun 23, 2014

Regulatory AUM
$100M
Form ADV · Item 5.F
Client accounts
75
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

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: Jun 23, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

1187 COAST VILLAGE ROAD, SUITE 546
MONTECITO, CA, 93108, United States

CRD 142510

Filing source

Form ADV 830966 · Jun 23, 2014 · 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.