The Social Equity Group, Inc.
The Social Equity Group, Inc. (CRD# 123747) is a financial advisory firm headquartered in , . They manage $64,873,954 in 122 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management65MILLION
Total Number of Accounts122ACCOUNTS
Average Account Value$531,754
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, IL, TX