$46.5M Total AUM
$46.5M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-1999
- Office Locations
- 1
Office Locations
-- Havana FL
About Supporting Your Choices Inc.
Supporting Your Choices Inc. is a Florida-based RIA that operates without a traditional physical office and does not sell insurance products, emphasizing practical guidance over thick financial plans. The firm provides investment management with estate planning and risk management support, using ETF- and public-fund portfolios, with client assets custodied at Charles Schwab.
Team overview
70 AVG AGE
$46.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
23.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BOBBIE DOW MUNROE
Investment Advisor, President
- CRD
- #3106212
- 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 | $46,462,423 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,462,423 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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