Sora Associates, LLC is an adviser based in Brunswick. It manages $6.65 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Maine.
Sora Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sora Associates, LLC is $6.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sora Associates, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sora Associates, LLC performs its advisory services is located at 56 Maine Street, Brunswick, ME 04011 The mailing address of the firm is P.O. Box 297, Harpswell, ME 04079. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-729-4420 or by fax 207-729-4419. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.