S
Socio-Economico
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Socio-Económico (Social-Economic Private Club LLC) primarily serves organizational and pooled/institutional clients, providing investment management, retirement-plan design, and entity-focused advisory services. The brochure lists core offerings such as risk management, fixed and variable investment strategies, wealth transfer planning, and business continuity planning for businesses and their executives.
The firm describes a holistic planning approach that emphasizes meticulous planning, strategic development, diversification, and ongoing client education, and it notes that strategies may change as conditions evolve. It also delivers client education through subscriber materials, periodic newsletters, and seminars or workshops, and it structures engagements via contracts, consultations, and special projects.
Compared with many investment managers, Socio-Económico combines pension consulting and executive training with less-common delivery and billing methods: the brochure references subscriber-based periodicals, educational workshops, commission arrangements, and hourly billing alongside more typical AUM-based contracts. This mix of institutional retirement-plan work, educational outreach, and multiple billing channels is uncommon among peers that primarily rely on percentage-of-AUM fees.
Client services
Financial planning
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Executive
Fee options
Fees billed through contracts, consultations, and special projects based on client needs; specific amounts not stated
Fees billed through contracts, consultations, and special projects based on client needs; specific hourly rates not stated
Most active in
Socio-Economico has reported serving >5 clients in these states in the last 12 months.
Puerto Rico
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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