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Building 2SOCIUS FAMILY OFFICE, LLC

Map pinFORT LAUDERDALE, FL
Phone561-404-0484
NotebookSEC #801-71580
Total AUM
$915M
Employees
12
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 EAST LAS OLAS BOULEVARD
SUITE 1550
FORT LAUDERDALE
FL 33301
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
561-404-0484
Other Offices
1

ReceiptFinancials

Total AUM
$915M
Accounts
611
Discretionary
$814.8M
Accounts
589
Non-Discretionary
$100.2M
Accounts
22

ContactClients

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Individual Clients
89
AUM
$30.3M
HNW Individual Clients
100
AUM
$884.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BILL PAY, BOOKKEEPING AND CONSOLIDATED REPORTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER BASED ON SCOPE OF WORK

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLAMANCNENHNJNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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