Sophis Investments Llc, NY — Investment Adviser | BuildTrust

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SOPHIS INVESTMENTS LLC

Investment AdviceNEW YORK, NY

Assets Under Management

$137.6M

Total AUM

Donut chart: Discretionary 94.4M, Non-Discretionary 43.2M
Category	Value
Discretionary	94.4M
Non-Discretionary	43.2M

Adviser Information

Field	Value
CRD Number	170391
SEC Number	801-114611
Street Address	250 PARK AVENUE
Street Address 2	7TH FLOOR
Location	NEW YORK, NY 10177-0799
Country	United States
Phone	212-572-6360
Fax	877-333-7237
Total Employees	5

Client Count by Type (54 Total)

Horizontal bar chart: High Net Worth Individual… 27, Individuals (other than H… 25, Corporations/Businesses 2
Category	Value
High Net Worth Individual…	27
Individuals (other than H…	25
Corporations/Businesses	2