SOFI WEALTH LLC
Tel: 855-525-7634 234 1st Street San Francisco, California 94105
About SOFI WEALTH LLC
SOFI WEALTH LLC is a San Francisco, California based financial advisory firm with nearly $1,475,104,376 in assets under management and provides investment advisory services for 279216 clients. There are currently 80 financial advisors at the firm.
General Information
Firm CRD#:
167958
Firm SEC#:
801-78185
Assets Under Management:
$1,475,104,376
No. of Clients:
279216
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals and newsletters, Education seminars/workshops
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