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Building 2SINGER WEALTH ADVISORS LLC

Map pinBOCA RATON, FL
Phone561-998-9985
NotebookSEC #801-122736
Total AUM
$782.4M
Employees
40
Clients
911

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1515 S. FEDERAL HIGHWAY
SUITE 302
BOCA RATON
FL 33432
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
561-998-9985
Other Offices
5

ReceiptFinancials

Total AUM
$782.4M
Accounts
2,094
Discretionary
$782.4M
Accounts
2,094
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
607
AUM
$282.7M
HNW Individual Clients
296
AUM
$471.6M
Pension/Profit Sharing Plan Clients
1
AUM
$2.9M
Investment Advisor Clients
1
AUM
$5.5M
Corporation or Business Clients
6
AUM
$19.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMANJNYPATXVA

HandshakeAffiliates

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

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