QUESTIONNAIRE
SOF Holdings, Inc. manages the collective interests of select private and institutional investors nationwide. If you would like to learn more about how we work with our partners please complete our informational form. A representative will contact you within 48 hours.
 
Personal Information:
Email Address:  *
First Name:  *
Last Name:  *
Company Name: 
Address:  *
City:  *
State:  *
Zip Code:  *
Primary Phone (plus area code):  * like (123)456-7890
Phone 2: 
 
Investment Information:
   
Approximate Assets Available To Invest:  *
   
Your Investment Profile: * 
Conservative
Moderate
Aggressive
   
At least one of the following three questions must be checked to be *  qualified as an investor: 
I have had an individual income in excess of $200,000 in each of the two most recent years and reasonably expect an individual income in excess of $200,000 in the current year.
My spouse and I have had joint income in the excess of $300,000 in each of the two most recent past years and we reasonably expect joint income of $300,000 or more in the current year.
I have an individual net worth or joint net worth with my spouse in excess of $1,000,000.
None of these apply.
   
How did you hear about us? 
 
 
 
We appreciate your interest in learning more about how to partner with SOF Holdings, Inc. SOF Holdings retains your information for internal purposes only and will NOT disclose it to any third party.
 
 
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