Singh Pwm LLC
RIASEC Registered
Total AUM
$25M
Discretionary
$25M
100% of AUM
Avg account
$275K
Accounts
91
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326033
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI82.16%
- Individuals17.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Singh Pwm LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small-business clients, charging clients on an hourly or fixed-fee basis rather than on a percentage of assets. Singh Pwm LLC does not present itself as a multi-state adviser or a pension consultant, and it does not identify as an active ESG investor.
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Raman Singh
Founder and CCOCRD 5899381
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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