Soho Financial Services LLC is a large advisory firm based in Montecito. It manages $100 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California and Nevada.
Soho Financial Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Soho Financial Services LLC is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 480% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Soho Financial Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Soho Financial Services LLC performs its advisory services is located at 1187 Coast Village Road, Montecito, CA 93108, which is also the mailing address of the firm. An additional office of the firm is in Henderson, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (775) 298-4879 or by fax (775) 201-1101. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.sohocap.com.