J Sohn, LLC

RIAState Registered

Total AUM

$33.3M

Discretionary

$33.3M

100% of AUM

Avg account

$226K

Accounts

147

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 169967
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.6%
HNWI45.4%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

J Sohn, LLC is an owner-operated independent registered investment adviser organized as an LLC and state-registered in Nevada. The firm combines accounting activities with advisory work for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its client-fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not flag ESG investing as an active focus.