Singer & Xenos Inc is a large advisory firm based in Coral Gables. It manages $1.37 billion of regulatory assets for 2,144 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 10 other states.
Singer & Xenos provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Singer & Xenos Inc is $1.37 billion. The firm's AUM has grown by 421% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Singer & Xenos Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Faith Read Xenos is high net worth individuals with 697 clients and $1.19 billion of assets under management. Among the 12 most similar advisory firms, Singer & Xenos has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.37 billion for 814 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Singer & Xenos doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Faith Read Xenos has been acting as President since 1 Jan 1991. Neil Robert Sosler joined the executive team most recently as the Shareholder.
The principal office where Singer & Xenos Inc performs its advisory services is located at 800 S Douglas Rd, Coral Gables, FL 33134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-443-0060 or by fax 305-443-0027. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at singerxenos.com.