Sopher Investment Management Inc (South Burlington)

Name: Sopher Investment Management Inc
Address: 1233 Shelburne Road, South Burlington, VT, 05403
Telephone: 802-658-0625

Sopher Investment Management Inc is a large advisory firm based in South Burlington. It manages $101.38 million of regulatory assets for 216 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Vermont.

Sopher Investment Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and consulting-incidential only. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sopher Investment Management: assets under management

The assets under management (AUM) of Sopher Investment Management Inc is $101.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $101.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $469.34 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sopher Investment Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sopher Investment Management Inc

Myron Sopher has been acting as President since 1 Jan 1999. Matthew D. Johnson joined the executive team most recently as the Partner And Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Myron R Sopher	Managing partner, founder, chief compliance officer 08/18/04	1 Jan 1992	75% - 100%	2716110
Myron Sopher	President	1 Jan 1992	75% - 100%	2716110
Myron Sopher	President	1 Jan 1999	50% - 75%	2716110
Raeman Sopher	Secretary/treasurer	1 Jan 1999	50% - 75%	2716109
Raeman Sopher	Secretary/treasurer	1 Oct 1999	Other	2716109
Raeman Sopher	Secretary/treasurer	1 Dec 2001	Other	2716109
Lenore Salemme Sopher	Treasurer/secretary	1 Dec 2003	Other	4757700
Matthew D. Johnson	Partner and portfolio manager	1 Mar 2015	Other	5282900

Based in South Burlington

The principal office where Sopher Investment Management Inc performs its advisory services is located at 1233 Shelburne Road, South Burlington, VT 05403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-658-0625 or by fax 802-863-1665. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at sopherinvest.com.