Investment adviser · CRD 106445

SINGER XENOS SCHECHTER SOSLER WEALTH MANAGEMENT

Investment adviser filing (IA)

SINGER & XENOS INC

CORAL GABLES, FL, United States · Form ADV filed Mar 18, 2019

Regulatory AUM: $1.37B
Client accounts: 2,144
Employees: 16
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	697	$1,192,046,325	86.9%
Individuals	70	$125,300,000	9.1%
Retirement plans	33	$28,305,199	2.1%
Charities	14	$25,866,000	1.9%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Corporations & businesses	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1289254 · Mar 18, 2019 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 18, 2019. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

800 S DOUGLAS RD, SUITE 900
CORAL GABLES, FL, 33134, United States

CRD 106445

Filing source

Form ADV 1289254 · Mar 18, 2019 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.