Sogotrade, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Chesterfield, Missouri
CRD number
17912
Registered since
May 16, 1986

Firm profile

FINTRX

Overview

Sogotrade, Inc. is registered with the SEC as an investment-related corporate entity since 1986. Filings identify the owner type as a domestic entity and individual, but the firm's public profile contains very limited disclosure about its business model, client focus, or advisory activities. Available records classify the firm as unclassified and indicate it is not designated as a capital allocator, not active on ESG mandates, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Patrick Manders

    Chief Compliance OfficerCRD 6658729

  • Richard Connor

    Chief Operations OfficerCRD 2364764

  • Kristopher Wallace

    Kristopher Wallace

    President, CEOCRD 2363185

Contacts

3 of 13
  • John Ruhlen

    John Ruhlen

    Customer Service SupervisorCRD 2165420

  • Florence Tai

    Florence Tai

    EVP Internal Audit and ControlCRD 3242954

  • George Su

    George Su

    Senior ManagerCRD 2779451

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chesterfield, MO

Saint Louis

Location

Chesterfield, MO

Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1 Mc Bride And Son Center Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth