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Socha Nancy Ann (Corning)


Socha Nancy Ann is a large advisory firm based in Corning. It manages $147.59 million of regulatory assets for 1,046 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, New York, and 5 other states.

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Socha Nancy Ann provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Socha Nancy Ann: assets under management

The assets under management (AUM) of Socha Nancy Ann is $147.59 million. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $141.99 million in discretionary accounts and $5.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.39 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $279.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Socha Nancy Ann 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.

Based in Corning

The principal office where Socha Nancy Ann performs its advisory services is located at 181 East Second Street, Corning, NY 14830, 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 607-962-0605 or by fax 607-962-0933. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at nsocha.com.


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