Choice Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 127069
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.35%
- Charitable Organizations11.91%
- Pension & Profit Sharing Plans11.21%
- Individuals5.06%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Choice Asset Management LLC is an independent Registered Investment Adviser organized as an LLC and owned by an individual principal. The firm serves primarily individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities33%
- Cash & Cash Equivalents11%
Contacts
2 of 2Hinda Samel
MemberCRD 6171589
Mark Samel
Sole ProprietorCRD 4677574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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