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| Singer Wealth Advisors LLC
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| |
|---|---|
| CRD # | 317218 |
| SEC # | 801-122736 |
| CIK # | |
| AUM | $502.9 MM (2024-08-14) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 561-998-9985 |
| Address | 1515 S Federal Highway Boca Raton, FL 33432 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 505 | 186.7 |
| (b) Individuals (high net worth individuals) | 208 | 293.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 1.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 18.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,612 | 502.9 |
| By Discretionary | ||
| Discretionary | 1,612 | 502.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,612 | 502.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 502.9 | |
| Total | 1,612 | 502.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clean Yield Group Inc
✚
|
VT | 0.5 |
|
Francis Financial Inc
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|
NY | 0.5 |
|
Verde Capital Management Inc
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|
MI | 0.5 |
|
The Hackett Group LLC
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|
LA | 0.5 |
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.5 |
|
Prevail Innovative Wealth Advisors LLC
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|
KS | 0.5 |
|
van Den Berg Management I Inc
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|
TX | 0.5 |
|
Colorado Capital Management Inc
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|
CO | 0.5 |
|
Hapanowicz & Associates Financial Services Inc
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|
PA | 0.5 |
|
Five Oceans Advisors LLC
✚
|
CA | 0.5 |