Sora Associates, LLC (Brunswick)
Sora Associates, LLC is an adviser based in Brunswick. It manages $6.65 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Maine.
Sora Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Sora Associates: assets under management
The assets under management (AUM) of Sora Associates, LLC is $6.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Sora Associates, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Brunswick
The principal office where Sora Associates, LLC performs its advisory services is located at 56 Maine Street, Brunswick, ME 04011 The mailing address of the firm is P.O. Box 297, Harpswell, ME 04079. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-729-4420 or by fax 207-729-4419. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.
Registered investment advisers similar to Sora Associates, LLC
- Case Management
- Nct Financial Services
- Dobson Capital Management
- Cohesion Capital
- Genesis Capital Management
- Campbell Keller Asset Management Corporation
- Shark Capital Management
- Carolopolis Fiduciary Counsel
- Fit Capital Management
- Blue Ocean Capital Management
- Jtf Private Wealth Management
- Castlemaine
- Tmfs Austin, Texas
- Hottinger U.S
- Texans Wealth Advisors