E
$27.1M Total AUM
$27.1M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-14-2021
- Office Locations
- 1
Office Locations
499 E Palmetto Park RD STE 229 Boca Raton FL
About EIN SOF Advisors, LLC
EIN SOF Advisors, LLC is a Boca Raton-based RIA. The firm has been operating for 5 years. Managing $27.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
34 AVG AGE
$27.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Platform
Available
Services
Available
Owner & Executives
LAWRENCE R MELCER
Chief Compliance Officer, Managing Member
- CRD
- #5615629
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,122,065 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,122,065 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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