Overview
Assets Under Management: $1.4 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 411
Average Client Assets: $2.8 million
Frequently Asked Questions
SADOFF INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105160), SADOFF INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
SADOFF INVESTMENT MANAGEMENT LLC is headquartered in MILWAUKEE, WI.
SADOFF INVESTMENT MANAGEMENT LLC serves 411 high-net-worth clients according to their SEC filing dated October 23, 2018. View client details ↓
According to their SEC Form ADV, SADOFF INVESTMENT MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
SADOFF INVESTMENT MANAGEMENT LLC manages $1.4 billion in client assets according to their SEC filing dated October 23, 2018.
According to their SEC Form ADV, SADOFF INVESTMENT MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 411
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.79%
Average Client Assets: $2.8 million
Total Client Accounts: 1,284
Discretionary Accounts: 1,284
Regulatory Filings
CRD Number: 105160
Filing ID: 1247509
Last Filing Date: 2018-10-23 16:25:00