SEC CRD #801-130035
Socha Capital is a family office and wealth management firm specializing in tax-efficient financial solutions for high-net-worth individuals, entrepreneurs, and ultra-wealthy families, offering investment management, tax planning, risk management, and estate planning services.
NADINE FANUCCHI
SENIOR CLIENT SERVICES COORDINATOR
📞 (512) 240-2244
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AUM
$326M
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