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SANDPOINTE
PALM BEACH, FL
15615011100
SEC #801-109010Total AUM
$40.5M
Employees
11Clients
11Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
350 ROYAL PALM WAY
SUITE 200
PALM BEACH
FL 33480
United States
SUITE 200
PALM BEACH
FL 33480
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
15615011100
Financials
Total AUM
$40.5M
Accounts
1Discretionary
$40.5M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$40.5M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.