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 structured as a corporation and is recorded as an SEC-registered entity since 1986. FINTRX lists the firm's ownership as a mix of a domestic entity and an individual. The dataset classifies the firm as “Unclassified” and indicates it does not serve as a capital allocator. The provider also notes the firm is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not operate as a pension consultant or related adviser. Specifics about the firm’s advisory services, client segments, fee schedules, or investment focus were not provided in the source material.
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 3Patrick Manders
Chief Compliance OfficerCRD 6658729
Richard Connor
Chief Operations OfficerCRD 2364764

Kristopher Wallace
President, CEOCRD 2363185
Contacts
3 of 13
John Ruhlen
Customer Service SupervisorCRD 2165420

Florence Tai
EVP Internal Audit and ControlCRD 3242954

George Su
Senior ManagerCRD 2779451
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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