SORA INVESTORS

One Town Place
Suite 110
Bryn Mawr, Pennsylvania 19010
Tel: 610-801-2000

About SORA INVESTORS

SORA INVESTORS, formally registered with the SEC as SORA INVESTORS. The firm was established in 11/12/2021. They have over 4 offices throughout the country.

SORA INVESTORS is a Bryn Mawr, Pennsylvania based Financial Planning firm with nearly $673,116,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317257
SEC#	801-122700
Assets Managed by Firm	$673,116,000
No. of Clients	2
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based
Other (EXPENSE REIMBURSEMENT)

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	2	$673,116,000

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