Overview
Assets Under Management: $134 million
Headquarters: MOBILE, AL
High-Net-Worth Clients: 37
Average Client Assets: $2.5 million
Frequently Asked Questions
SANDIFER & ASSOCIATES 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 #166948), SANDIFER & ASSOCIATES is subject to fiduciary duty under federal law.
SANDIFER & ASSOCIATES is headquartered in MOBILE, AL.
SANDIFER & ASSOCIATES serves 37 high-net-worth clients according to their SEC filing dated November 29, 2018. View client details ↓
According to their SEC Form ADV, SANDIFER & ASSOCIATES offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SANDIFER & ASSOCIATES manages $134 million in client assets according to their SEC filing dated November 29, 2018.
According to their SEC Form ADV, SANDIFER & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.76%
Average Client Assets: $2.5 million
Total Client Accounts: 523
Discretionary Accounts: 521
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 166948
Filing ID: 1254629
Last Filing Date: 2018-11-29 11:35:00