SOINA FINANCIAL GROUP, LLC

SOINA FINANCIAL GROUP, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 326460). Regulatory assets under management: $1.2M.

Registration

• CRD: 326460
• Type: Registered investment adviser
• Location: 12890 KEYSTONE CT, ALPHARETTA, GA, 30009
• Phone: 267-457-4644
• Latest filing: 2026-03-27
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326460 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search