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Socha Capital

EST. AUM
$326,314,431

CONTACTS
3

CLIENT ACCOUNTS
617

Firm Details

Metro area Austin
CRD Number 317553
Website sochacapital.com
Client types

Overview

The company operates as a fractional family office, offering personalized services for managing substantial wealth and achieving important objectives. They apply a proprietary method known as The Freedom Threshold© to tailor wealth management strategies to each client's unique financial circumstances, taking into account their roles as business owners and family leaders.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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