SINGER WEALTH ADVISORS LLC

BOCA RATON, Florida·4 registered advisors·CRD# 317218
SEC# 801-1227365561-998-9985
01

Firm Overview

AUM
$503M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SINGER WEALTH ADVISORS LLC

4 registered advisors
Avis Gail Burwasser
BOCA RATON, Florida
Caitlin Marie Comstock
BOCA RATON, Florida
Keith Eric Singer
BOCA RATON, Florida
Steven Eric Trachtenberg
BOCA RATON, Florida
05

Office Locations

BOCA RATON, Florida
4 advisors

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Data sourced from SEC Form ADV filings. SINGER WEALTH ADVISORS LLC (CRD# 317218) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.