Overview
Assets Under Management: $291 million
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 147
Discretionary Accounts: 142
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 152742
Last Filing Date: 2024-08-28 00:00:00
Website: https://sandstoneam.com