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Building 2SANDRO WEALTH MANAGEMENT LLC

Map pinFAIRFIELD, NJ
Phone2016613416
NotebookSEC #801-131421
Total AUM
$227.6M
Employees
21
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 PASSAIC AVE
SUITE 400
FAIRFIELD
NJ 07004
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
2016613416
Other Offices
5

ReceiptFinancials

Total AUM
$227.6M
Accounts
168
Discretionary
$227.6M
Accounts
168
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$15.2M
HNW Individual Clients
25
AUM
$210.7M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDMONJNYTX

HandshakeAffiliates

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

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