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Maurice Singer

23 Years of Experience
Santa Monica, CA

Maurice Singer is a registered investment advisor at The Evergreen Advantage Management, INC., based in Santa Monica, CA, with 23 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1 client
Average Client Portfolio
$255.0M average
Assets Under Management
$255.0M

Fee Structure

Investment management only (planning not offered)

The Evergreen Advantage Management (TEAM) manages investments exclusively for The Evergreen Advantage, LLC (TEA), a real estate investment trust. TEAM receives an asset management fee of up to 2.0% annually of the fund's assets. TEAM also receives a loan servicing fee of up to 1.5% annually of the principal amount of each loan.

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Location

1424 Fourth St., Suite 777, Santa Monica, CA, 90401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Evergreen Advantage Management, INC.
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Riviera Capital Management
June 2000 - August 2011 · 11 yrs 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Maurice Singer - Financial Advisor | TrueAdvisor