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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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