Singer Potito Associates Inc (Amherst)

Name: Singer Potito Associates Inc
Address: 9 Research Drive, Suite #1, Amherst, MA, 01002
Telephone: 413-256-1225

Singer Potito Associates Inc is a large advisory firm based in Amherst. It manages $179.78 million of regulatory assets for 277 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, New York, and Vermont.

Singer Potito Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Singer Potito Associates: assets under management

The assets under management (AUM) of Singer Potito Associates Inc is $179.78 million. The firm's AUM has grown by 159% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $178.55 million in discretionary accounts and $1.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $654.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $307.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Singer Potito Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Singer Potito Associates Inc

Michael Anthony Potito has been acting as President since 1 Jun 1992. A.Terry Singer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Anthony Potito	President	1 Jun 1992	50% - 75%	1020531
Howard Edward Singer	Vice president	1 Jun 1992	50% - 75%	2075159
A.Terry Singer	Chief compliance officer	1 Jun 1997	Other	4871194
Ann Terry Singer	Chief compliance officer	1 Jun 1997	Other	4871194

Based in Amherst

The principal office where Singer Potito Associates Inc performs its advisory services is located at 9 Research Drive, Suite #1, Amherst, MA 01002 The mailing address of the firm is P.O. Box 2067, Amherst, MA 01004. An additional office of the firm is in E. Longmeadow, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 413-256-1225 or by fax 413-253-5838. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.singerpotito.com.