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⚲
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| Socha Financial Group LLC
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| |
|---|---|
| CRD # | 299263 |
| SEC # | 801-114654 |
| CIK # | 0001967966 |
| AUM | $354.3 MM (2024-08-08) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 607-962-0605 |
| Address | 181 East Second Street Corning, NY 14830 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IBM | 127,593.9 | 3.5 | |
| GLW | 27,449.9 | 0.8 | |
| VZ | 211,914.0 | 0.4 | |
| T | 147,547.0 | 0.4 | |
| AMZN | 1,092,997.8 | 0.3 | |
| AAPL | 2,382,844.0 | 0.3 | |
| STZ | 45,234.3 | 0.3 | |
| CBU | 3,423.3 | 0.3 | |
| SPG | 32,618.2 | 0.3 | |
| KO | 269,985.6 | 0.2 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 611 | 149.8 |
| (b) Individuals (high net worth individuals) | 143 | 204.5 |
| (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 | 754 | 354.3 |
| By Discretionary | ||
| Discretionary | 754 | 354.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 754 | 354.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 352.1 | |
| Total | 754 | 354.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001967966] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spivak Asset Management LLC
✚
|
CT | 0.4 |
|
Cedar Wealth Management LLC
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|
CA | 0.4 |
|
H I A - Helvetia Investment Advisors Sa
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|
0.4 | |
|
Pine Harbor Wealth Management LLC
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|
MD | 0.4 |
|
The Lam Group Inc
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|
OR | 0.4 |
|
Lakeshore Financial Planning Inc
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MI | 0.4 |
|
Bontempo OHLY Capital Management LLC
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|
MD | 0.4 |
|
Family Financial Solutions Group LLC
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|
CO | 0.4 |
|
Mullooly Asset Management Inc
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|
NJ | 0.4 |
|
Keystone Financial Planning Inc
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|
OH | 0.4 |