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Sochet & Company, Inc. (Miami)


Sochet & Company, Inc. is a large advisory firm based in Miami. It manages $32.5 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

Sochet & Company provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sochet & Company: assets under management

The assets under management (AUM) of Sochet & Company, Inc. is $32.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $773.81 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sochet & Company, Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Miami

The principal office where Sochet & Company, Inc. performs its advisory services is located at 1602 Micanopy Avenue, Miami, FL 33133, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-858-2291 or by fax 305-858-2289. The normal business hours are 9-5 on Monday - Friday.


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