Overview
Assets Under Management: $582 million
Headquarters: HINGHAM, MA
High-Net-Worth Clients: 159
Average Client Assets: $3 million
Frequently Asked Questions
SANDY COVE ADVISORS, 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 #152482), SANDY COVE ADVISORS, LLC is subject to fiduciary duty under federal law.
SANDY COVE ADVISORS, LLC is headquartered in HINGHAM, MA.
SANDY COVE ADVISORS, LLC serves 159 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, SANDY COVE ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SANDY COVE ADVISORS, LLC manages $582 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, SANDY COVE ADVISORS, LLC 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: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 971
Discretionary Accounts: 906
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 152482
Last Filing Date: 2025-02-27 00:00:00
Website: https://sandycoveadvisors.com