Singer Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 299603
- Website
- singerwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.14%
- Individuals24.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Singer Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm focuses on serving individual and family clients (and small-business relationships through portfolio management), providing financial planning and discretionary portfolio management. Its fee model combines a percentage-of-AUM approach with hourly billing for some work. Singer is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds100%
Contacts
2 of 2
Jose Barbosa
Associate Investment AdvisorCRD 4851839
Alicia Singer
PrincipalCRD 6284558
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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