Socius Family Office, LLC
Socius Family Office, LLC (CRD# 137800) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $914,985,196 in 611 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management915MILLION
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Total Number of Accounts611ACCOUNTS
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Average Account Value$1,497,521
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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AZ, CA, FL, LA, MA, NC, NE, NH, NJ, NY, OH, PA, TX
Mark Baniewicz (CRD# 4760616) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 19 years of experience in the finance industry.
Matthew Cassano (CRD# 4763265) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 17 years of experience in the finance industry.
Alexis Gayhart (CRD# 4819647) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.
Troy Nunes (CRD# 4720830) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 20 years of experience in the finance industry.
Mark Renz (CRD# 2606707) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 23 years of experience in the finance industry.
Katelynn Bresler (CRD# 7662391) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.
Thomas McDonnell (CRD# 6902921) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has 1 year of experience in the finance industry.