Overview
Assets Under Management: $2.2 billion
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 17
Average Client Assets: $39 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.99
Average High-Net-Worth Client Assets: $39 million
Total Client Accounts: 3,326
Discretionary Accounts: 3,153
Non-Discretionary Accounts: 173
Regulatory Filings
CRD Number: 129800
Filing ID: 1971104
Last Filing Date: 2025-03-28 09:05:00
Website: https://sandhill-im.com