|
⚲
|
| Socha Financial Group LLC
✚
|
|
|---|---|
| CRD # | 299263 |
| SEC # | 801-114654 |
| CIK # | 0001967966 |
| AUM | $410.4 M (2025-03-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 607-962-0605 |
| Address | 181 East Second Street Corning, NY 14830 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| International Business Machines Corp | 6.0 | |
| Corning Inc /NY | 3.1 | |
| AT&T Inc | 0.6 | |
| Verizon Communications Inc | 0.4 | |
| Coca Cola Co | 0.3 | |
| Amazon Com Inc | 0.3 | |
| Community Bank System Inc | 0.3 | |
| Apple Inc | 0.3 | |
| Nvidia Corp | 0.2 | |
| Simon Property Group Inc /DE/ | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 619 | 183.2 |
| (b) Individuals (high net worth individuals) | 142 | 227.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,627 | 410.4 |
| By Discretionary | ||
| Discretionary | 1,627 | 410.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,627 | 410.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 408.2 | |
| Total | 1,627 | 410.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967966] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tilia Fiduciary Partners Inc
✚
|
NC | 0.4 |
|
Johnson & White Wealth Management LLC
✚
|
PA | 0.4 |
|
Decker Wealth Management LLC
✚
|
TN | 0.4 |
|
Twin Peaks Wealth Advisors LLC
✚
|
0.4 | |
|
The Planning Project LLC
✚
|
TX | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
0.4 | |
|
The Financial Resource Center Inc
✚
|
IN | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Mastodon Advisory Group LLC
✚
|
0.4 |