Overview
Assets Under Management: $582 million
Headquarters: HINGHAM, MA
High-Net-Worth Clients: 159
Average Client Assets: $3 million
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