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Building 2SANDHILL WEALTH MANAGEMENT, INC.

Map pin
Phone407-984-5072
NotebookSEC #801-112292
Total AUM
$16.5M
Employees
1
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 5:30
Monday - Friday
Phone
407-984-5072
Other Offices
1

ReceiptFinancials

Total AUM
$16.5M
Accounts
39
Discretionary
$16.5M
Accounts
39
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$9.5M
HNW Individual Clients
1
AUM
$3M
Charitable Organization Clients
1
AUM
$1.9M
Corporation or Business Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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