Socha Financial Group, LLC is a well-established local investment advisory firm based out of Corning, NY. With a single office, the firm serves a diverse clientele in the area and beyond. Led by a team of experienced professionals, Socha Financial Group has six dedicated employees, with five of them specializing in providing comprehensive investment advisory services.
With an average of approximately $60,690,000 in assets under management per investment advisor, Socha Financial Group performs at par with industry standards. Their compensation structure offers various options, including a percentage of assets under management, hou...
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Assets Under Mgmt
$303.44M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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