Overview
Assets Under Management: $1.4 billion
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 670
Average Client Assets: $1.7 million
Frequently Asked Questions
SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106445), SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT is headquartered in CORAL GABLES, FL.
SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT serves 670 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT manages $1.4 billion in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 670
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.82%
Average Client Assets: $1.7 million
Total Client Accounts: 2,496
Discretionary Accounts: 2,491
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 106445
Filing ID: 1191197
Last Filing Date: 2018-03-26 13:34:00