Singh Pwm LLC

Overview

Singh Pwm LLC is a small independent registered investment advisor focused on fee-based financial planning and portfolio management for individuals and small businesses. The firm charges fixed fees and hourly rates rather than a percentage-based, assets-under-management fee schedule, which fits a consultative planning model. Its advisory activity centers on constructing portfolios built largely from pooled public funds and mutual funds, supplemented by annuities and targeted allocations to real estate as an alternative exposure. Singh Pwm LLC does not market itself as an ESG investor, nor does it operate as a multi-state or pension consultant adviser. Investment posture shows a preference for simple, packaged investments over direct-stock concentrated strategies. With limited staff and a client base concentrated in a handful of households, the firm appears to operate as a high-touch planner for families and small-business owners who want delegated portfolio implementation using mutual funds and select alternative holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices