A complete list of active advisors currently associated with Soo Financial L.L.C.

Warmer can help you find a great advisor at Soo Financial L.L.C. or one who fits your needs even better.

Soo Financial L.L.C. is an independent registered investment adviser operating as a single-advisor firm that manages about $23.2 million for 43 clients. Its Form ADV lists portfolio management for individual clients and also for institutional clients, and it identifies pension consulting among the advisory services offered. The brochure describes ongoing portfolio management and covers the firm’s methods of analysis, investment strategies, and account review processes, along with disclosures about custody and brokerage practices. It also indicates the firm typically charges clients on a percentage-of-assets-under-management basis, a common billing approach for independent advisers. What is distinctive is the combination of a small, solo-practitioner structure with institutional portfolio management and pension consulting services—capabilities that are uncommon among similarly sized independent firms. The inclusion of detailed disclosures on trade execution, custody, and proxy voting in the brochure suggests the firm has documented policies to support both individual and institutional clients.

To learn more about the advisors currently working at Soo Financial L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Soo	Saline, MI	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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