Shoker Randall Singh is a large advisory firm based in Oxford. It manages $56.32 million of regulatory assets for 291 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kentucky, Ohio, and Texas.
Shoker Randall Singh provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Shoker Randall Singh is $56.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Shoker Randall Singh for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Shoker Randall Singh performs its advisory services is located at 5790 Stillwell Beckett Rd, Oxford, OH 45056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-756-9386 or by fax 513-756-9387. The normal business hours are 9 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.shoker.com.