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Socius Family Office, Llc

Tel: 561-404-0484
200 East Las Olas Boulevard
Suite 1550
Fort Lauderdale, Florida  33301

About Socius Family Office, Llc

Socius Family Office, Llc is a Fort Lauderdale, Florida based financial advisory firm with nearly $733,688,267 in assets under management and provides investment advisory services for 511 clients. There are currently 11 financial advisors at the firm.


General Information

Firm CRD#:   137800
SEC#:   801-71580
Assets under Management:   $733,688,267
No. of Clients:   511
No. of Advisors:   11
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors
Fee Structure:   A percentage of AUM, Fixed fees, Other (RETAINER BASED ON SCOPE OF WORK)

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