Mark Sofge
Mark Sofge is a CFP-designated registered investment advisor at Charleston Equity Partners, LLC, based in Atlanta, GA, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $8.7M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3475 Piedmont Road, NE, Suite 1125, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Criminal
December 1984Other Business Activities
Mark is involved with Piedmont Private Equity LLC, dedicating about 20-30 hours per week. He is also a member of Yukon Property LLC, Fitzmark LLC, and Piedmont Energy Connection, spending about 15 hours a week on real estate and solar farm development activities.
Employment History
Current Registrations
Charleston Equity Partners, LLC
Piedmont Private Equity
Previous Registrations
Piedmont Private Equity
State Registrations2 states
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