SOCHA FINANCIAL GROUP, LLC
CRD #299263 SEC #801-114654 CORNING, NY 607-962-0605
SEC Registered
Total AUM
$410.4M
Discretionary
$410.4M
Employees
5
Clients
251
Accounts
1,627
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $410.4M | $410.4M | $0 | 5 | 0 |
| Mar 2025 | $410.4M | $410.4M | $0 | 5 | 0 |
| Nov 2024 | $354.3M | $354.3M | $0 | 11 | 53 |
| Nov 2024 | $354.3M | $354.3M | $0 | 11 | 53 |
| Aug 2024 | $354.3M | $354.3M | $0 | 11 | 53 |
| Apr 2024 | $354.3M | $354.3M | $0 | 11 | 53 |
| Mar 2024 | $354.3M | $354.3M | $0 | 11 | 53 |
| Mar 2023 | $303.4M | $303.4M | $0 | 6 | 51 |
| Mar 2023 | $303.4M | $303.4M | $0 | 6 | 51 |
| Oct 2022 | $357.4M | $357.4M | $0 | 6 | 67 |
| Sep 2022 | $357.4M | $357.4M | $0 | 6 | 67 |
| Sep 2022 | $357.4M | $357.4M | $0 | 6 | 67 |
| Mar 2022 | $357.4M | $357.4M | $0 | 6 | 67 |
| Jan 2022 | $304.6M | $304.6M | $0 | 6 | 69 |
| Mar 2021 | $304.6M | $304.6M | $0 | 6 | 69 |
| Jun 2020 | $275.9M | $275.9M | $0 | 6 | 116 |
| Jun 2020 | $275.9M | $275.9M | $0 | 6 | 116 |
| Feb 2020 | $275.9M | $275.9M | $0 | 6 | 116 |
| Apr 2019 | $230.6M | $230.6M | $0 | 6 | 0 |
| Mar 2019 | $230.6M | $230.6M | $0 | 6 | 0 |
| Jan 2019 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$410.4M
Discretionary$410.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$410.4M
Discretionary$410.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees11
Clients53
DateNov 2024
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees11
Clients53
DateAug 2024
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees11
Clients53
DateApr 2024
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees11
Clients53
DateMar 2024
Total AUM$354.3M
Discretionary$354.3M
Non-Disc.$0
Employees11
Clients53
DateMar 2023
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees6
Clients51
DateMar 2023
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees6
Clients51
DateOct 2022
Total AUM$357.4M
Discretionary$357.4M
Non-Disc.$0
Employees6
Clients67
DateSep 2022
Total AUM$357.4M
Discretionary$357.4M
Non-Disc.$0
Employees6
Clients67
DateSep 2022
Total AUM$357.4M
Discretionary$357.4M
Non-Disc.$0
Employees6
Clients67
DateMar 2022
Total AUM$357.4M
Discretionary$357.4M
Non-Disc.$0
Employees6
Clients67
DateJan 2022
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees6
Clients69
DateMar 2021
Total AUM$304.6M
Discretionary$304.6M
Non-Disc.$0
Employees6
Clients69
DateJun 2020
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees6
Clients116
DateJun 2020
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees6
Clients116
DateFeb 2020
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees6
Clients116
DateApr 2019
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0