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Home > Retirement Planners > california > menlo park > SOFINNOVA INVESTMENTS, INC.
SOFINNOVA INVESTMENTS, INC.
3000 Sand Hill Road
3-150
Menlo Park, California 94025
Tel: 650-681-8420
About SOFINNOVA INVESTMENTS, INC.
SOFINNOVA INVESTMENTS, INC, formally registered with the SEC as SOFINNOVA INVESTMENTS, INC. The firm was established in 03/22/2017. They have over 5 offices throughout the country.
SOFINNOVA INVESTMENTS, INC. is a Menlo Park, California based Financial Planning firm with nearly $4,339,391,355 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160297 |
| SEC# | 801-110134 |
| Assets Managed by Firm | $4,339,391,355 |
| No. of Clients | 17 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PERCENT OF CAPITAL COMMITMENTS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $4,339,391,355 |
| Corporations or other businesses | 7 | $1,595,790,021 |
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