SOO FINANCIAL L.L.C.

SOO FINANCIAL L.L.C. is an SEC-registered investment adviser (CRD 129361). Regulatory assets under management: $23.2M.

Registration

• CRD: 129361
• Type: Registered investment adviser
• Phone: 734-649-2483
• Latest filing: 2026-08-06
• Regulatory AUM: $23.2M
• Discretionary AUM: $23.2M
• Clients: 1
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129361 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search