Sofair Isaac (London, England)

Sofair Isaac provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sofair Isaac: assets under management

The assets under management (AUM) of Sofair Isaac is $3.8 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $422.22 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sofair Isaac for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in London, England

The principal office where Sofair Isaac performs its advisory services is located at 34 36 Stamford Rd., London, England, N 1 4 Jl, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-654-4474 or by fax 301-881-5663. The normal business hours are 9:00 - 16:00 on Monday - Friday. You can find more information about the New York firm at landwayestates.com.

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