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SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT
CORAL GABLES, FL
305-443-0060
SEC #801-38344Total AUM
$1.4B
Employees
16Clients
820Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 S DOUGLAS RD
SUITE 900
CORAL GABLES
FL 33134
United States
SUITE 900
CORAL GABLES
FL 33134
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
305-443-0060
Financials
Total AUM
$1.4B
Accounts
2,144Discretionary
$1.4B
Accounts
2,127Non-Discretionary
$1.3M
Accounts
17
Clients
Individual Clients
70AUM
$125.3M
HNW Individual Clients
697AUM
$1.2B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
33AUM
$28.3M
Charitable Organization Clients
14AUM
$25.9M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGAILLAMANCNENJNYPRTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.