SOCHA FINANCIAL GROUP, LLC

181 East Second Street
Corning, New York 14830
Tel: 607-962-0605

About SOCHA FINANCIAL GROUP, LLC

SOCHA FINANCIAL GROUP, LLC, formally registered with the SEC as SOCHA FINANCIAL GROUP, LLC. The firm was established in 03/21/2019. They have over 1 offices throughout the country.

SOCHA FINANCIAL GROUP, LLC is a Corning, New York based Financial Planning firm with nearly $354,290,207 assets under management, offering retirement planning & investment advisory services to 754 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299263
SEC#	801-114654
Assets Managed by Firm	$354,290,207
No. of Clients	754
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	754	$354,290,207
Individuals (other than high net worth individuals)	611	$149,796,826
High net worth individuals	143	$204,493,381

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