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).

Current Firm Details
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301
http://www.socius.com
By the Numbers
  • Total Assets Under Management
    915
    MILLION
  • Total Number of Accounts
    611
    ACCOUNTS
  • Average Account Value
    $1,497,521
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, MA, NC, NE, NH, NJ, NY, OH, PA, TX

Financial Advisors at Socius Family Office, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Mark Baniewicz, financial advisor Fort Lauderdale FL
Mark J. Baniewicz
CRD#: 4760616
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301

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.

2
Matthew Cassano, financial advisor Fort Lauderdale FL
Matthew P. Cassano
CRD#: 4763265
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301

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.

3
Alexis Gayhart, financial advisor Fort Lauderdale FL
Alexis R. Gayhart
CRD#: 4819647
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301

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.

4
Troy Nunes, financial advisor Fort Lauderdale FL
Troy P. Nunes
CRD#: 4720830
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301

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.

5
Mark Renz, financial advisor Fort Lauderdale FL
Mark H. Renz
CRD#: 2606707
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301

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.

6
Katelynn Bresler, financial advisor Fort Lauderdale FL
Katelynn S. Bresler
CRD#: 7662391
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301

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.

7
Thomas McDonnell, financial advisor Fort Lauderdale FL
Thomas McDonnell
CRD#: 6902921
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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