Social Investment Managers And Advisors, LLC
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Overview
Social Investment Managers And Advisors, LLC is a financial advisor company headquartered in New York, New York. It controls $64.2 million in total assets across three client accounts. It has a small group, including 29 financial advisors. Social Investment Managers And Advisors, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and stocks.
Social Investment Managers And Advisors, LLC manages zero of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing the customer's authorization. The firm also administers three non-discretionary accounts totaling $64.2 million in assets under management. The advisory firm's average account size is $21.4 million. The average advisor at Social Investment Managers And Advisors, LLC manages fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's central office is located at 157 Columbus Avenue, New York, New York 10023.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Social Investment Managers And Advisors, LLC by the Numbers
$64.2 million
29
3
$21.4 million
Fee Structure
Fees charged by financial advisors typically depend on which services are offered. However, fees charged by Social Investment Managers And Advisors, LLC most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its three clients, Social Investment Managers And Advisors, LLC's biggest client is pooled investment vehicles. Around 100% of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Social Investment Managers And Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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