1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SANDY COVE ADVISORS, LLC

Map pinHINGHAM, MA
Phone617-622-1500
NotebookSEC #801-107724
Total AUM
$684.9M
Employees
8
Clients
278

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 DERBY STREET
SUITE 5
HINGHAM
MA 02043
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-622-1500
Other Offices
1

ReceiptFinancials

Total AUM
$684.9M
Accounts
1,057
Discretionary
$654.8M
Accounts
1,005
Non-Discretionary
$30.1M
Accounts
52

ContactClients

View more in analytics →

Individual Clients
70
AUM
$32.8M
HNW Individual Clients
205
AUM
$650.3M
Pension/Profit Sharing Plan Clients
2
AUM
$1.1M
Charitable Organization Clients
1
AUM
$580.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYTXVT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account