RIA Intel›Advisers›Michigan›SOO FINANCIAL L.L.C.

SOO FINANCIAL L.L.C.

Advisory

MI

Data as of Aug 6, 2026 · Source: SEC Form ADV

Average account
$430K
across 54 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
43
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients43
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

NORDBERG & VANDENBERG, INC.
EAST LANSING, MI
$23M
-8.0% 1Y
EVERYTHINGHR FINANCIAL SERVICES LLC
ROCHESTER HILLS, MI
$23M
WEST ARBOR SOLUTIONS, LLC
$24M
LFN ADVISORS INC.
MUSKEGON, MI
$24M
+156.6% 1Y
CREO GLOBAL CAPITAL LLC
ANN ARBOR, MI
$23M
BROWN COMPREHENSIVE FINANCIAL LLC
$23M

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