Song Asset Management Co LLC
RIAState Registered
Total AUM
$10.9M
Discretionary
$10.9M
100% of AUM
Avg account
$321K
Accounts
34
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 134468
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Song Asset Management Co LLC is an independent, single‑owner registered investment adviser operating as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees as a percentage of assets under management. It does not position itself as an ESG specialist, is not a multi‑state adviser, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth 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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