Socha Financial Group, LLC
Socha Financial Group, LLC is an SEC-registered mass-market adviser in Corning, NY with $430.0M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Socha Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299263, SEC 801-114654, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $430.0M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Corning, NY
- Employees
- 6
- Clients
- 734
- CRD
- 299263
- Ownership
- Vang, Michelle, Socha; Socha, NINA, Graham; McCarthy, JOLIE; SOCHA, MICHAEL, ERIC
How much AUM does Socha Financial Group, LLC have?
Socha Financial Group, LLC reported $430.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Socha Financial Group, LLC?
Disclosed owners and executives of Socha Financial Group, LLC include Vang, Michelle, Socha, Socha, NINA, Graham, McCarthy, JOLIE, SOCHA, MICHAEL, ERIC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.