Overview
Assets Under Management: $291 million
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Frequently Asked Questions
SANDSTONE ASSET MANAGEMENT INC. 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 #152742), SANDSTONE ASSET MANAGEMENT INC. is subject to fiduciary duty under federal law.
SANDSTONE ASSET MANAGEMENT INC. serves 113 high-net-worth clients according to their SEC filing dated August 28, 2024. View client details ↓
According to their SEC Form ADV, SANDSTONE ASSET MANAGEMENT INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SANDSTONE ASSET MANAGEMENT INC. manages $291 million in client assets according to their SEC filing dated August 28, 2024.
According to their SEC Form ADV, SANDSTONE ASSET MANAGEMENT INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
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