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Sokolowski Investment Advisors, LLC (Burlington)


Sokolowski Investment Advisors, LLC is an adviser based in Burlington. It manages $58.26 million of regulatory assets for 268 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts, New Hampshire, New York, and Vermont.

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

Sokolowski Investment Advisors: assets under management

The assets under management (AUM) of Sokolowski Investment Advisors, LLC is $58.26 million. The firm's AUM has grown by 57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.86 million in discretionary accounts and $1.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.92 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $51.83 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sokolowski Investment Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. 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 Burlington

The principal office where Sokolowski Investment Advisors, LLC performs its advisory services is located at 95 College Street, Burlington, VT 05401, which is also the mailing address of the firm. An additional office of the firm is in N Ferrisburg, VT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 802-489-5342 or by fax 802-489-5344. The normal business hours are 9:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.siawealthadvisors.com.


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