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Building 2SINGER WEALTH ADVISORS INC.

Map pinBOCA RATON, FL
Phone561-998-9985
NotebookSEC #801-118818
Total AUM
$207.3M
Employees
9
Clients
427

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1515 S. FEDERAL HIGHWAY #211
BOCA RATON
FL 33432
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Phone
561-998-9985
Other Offices
1

ReceiptFinancials

Total AUM
$207.3M
Accounts
965
Discretionary
$207.3M
Accounts
965
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
288
AUM
$70.8M
HNW Individual Clients
125
AUM
$117.6M
Pension/Profit Sharing Plan Clients
9
AUM
$5.6M
Corporation or Business Clients
5
AUM
$13.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES; SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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