Sogotrade, Inc.
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 17912
- Registered since
- May 16, 1986
- Website
- www.sogotrade.com
Firm profile
FINTRXOverview
Sogotrade, Inc. is organized as a corporation and appears in regulatory records dating back to 1986. The firm is listed as owned by a domestic entity and by an individual; it is classified in the dataset as “unclassified” rather than under a standard adviser segment. The snapshot flags several operational attributes: Sogotrade is not identified as a capital allocator, is not marked as an active ESG investor, is not recorded as a multi-state adviser, and is not designated as a pension consultant or related adviser. The source material does not enumerate the firm’s advisory model, fee schedule, client segments, or investment mandate. Activities and affiliations were not provided in the dataset, so there are no firm-level details here about target clients, service mix, or typical investment strategies.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Kristopher Wallace
President, CEOCRD 2363185
Richard Connor
Chief Operations OfficerCRD 2364764
Patrick Manders
Chief Compliance OfficerCRD 6658729
Contacts
3 of 13Kevin Pruitt
AnalystCRD 4074684

John Ruhlen
Customer Service SupervisorCRD 2165420

Timothy Friedman
Executive Vice PresidentCRD 1967603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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