Choice Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 127069
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.35%
- Charitable Organizations11.91%
- Pension & Profit Sharing Plans11.21%
- Individuals5.06%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Choice Asset Management LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees, hourly charges and fixed fees rather than commission-based compensation. Choice does not identify itself as an active ESG investor and operates without functioning as a capital allocator, instead deploying third‑party managers where it uses alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities33%
- Cash & Cash Equivalents11%
Contacts
2 of 2Mark Samel
Sole ProprietorCRD 4677574
Hinda Samel
MemberCRD 6171589
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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