SOCIUS FAMILY OFFICE, LLC
  • SOCIUS FAMILY OFFICE, LLC
  • ALLEN KONRAD FUND MANAGEMENT, INC.
  • BROOKHAVEN ADVISORS
  • ALTERNA WEALTH MANAGEMENT, LLC.
  • ALTERNA WEALTH MANAGEMENT, LLC
  • ALTERNA WEALTH MANAGEMENT, INC.
  • ALTERNA FAMILY OFFICE, LLC
  • ALTERNA CAPITAL MANAGEMENT, INC.
  • ALLENKONRAD ASSET MANAGEMENT
  • ALLEN KONRAD WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 08/10/2024
Registration status Terminated
ADV Location FORT LAUDERDALE, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 914,985,196
of that, discretionary 814,830,986
Number of Employees 12 -8%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 1,497,521
% High Net Worth 52.91%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

815M 698M 582M 466M 349M 233M 116M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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