Overview
Assets Under Management: $915 million
Headquarters: FORT LAUDERDALE, FL
High-Net-Worth Clients: 100
Average Client Assets: $8.8 million
Frequently Asked Questions
SOCIUS FAMILY OFFICE, LLC 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 #137800), SOCIUS FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
SOCIUS FAMILY OFFICE, LLC is headquartered in FORT LAUDERDALE, FL.
SOCIUS FAMILY OFFICE, LLC serves 100 high-net-worth clients according to their SEC filing dated June 10, 2024. View client details ↓
According to their SEC Form ADV, SOCIUS FAMILY OFFICE, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SOCIUS FAMILY OFFICE, LLC manages $915 million in client assets according to their SEC filing dated June 10, 2024.
According to their SEC Form ADV, SOCIUS FAMILY OFFICE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.69%
Average Client Assets: $8.8 million
Total Client Accounts: 611
Discretionary Accounts: 589
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 137800
Filing ID: 1882326
Last Filing Date: 2024-06-10 14:58:00