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Building 2SANFORD ADVISORY SERVICES

Map pinPORTAGE, MI
Phone269-488-6900
NotebookSEC #801-70609
Total AUM
$2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
590 W. CENTRE AVENUE
PORTAGE
MI 49024
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
269-488-6900

ReceiptFinancials

Total AUM
$2M
Accounts
10
Discretionary
$0
Accounts
0
Non-Discretionary
$2M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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