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Building 2SANDSTONE ASSET MANAGEMENT INC.

Map pinCALGARY
Phone403-218-6125
NotebookSEC #801-71037
Total AUM
$277.8M
Employees
10
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115, 101 - 6TH STREET SW
CALGARY
T2P 5K7
Canada
Operating Hours
7:30AM - 5:00PM
Monday - Friday
Phone
403-218-6125

ReceiptFinancials

Total AUM
$277.8M
Accounts
136
Discretionary
$277.4M
Accounts
132
Non-Discretionary
$375.6K
Accounts
4

ContactClients

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HNW Individual Clients
113
AUM
$240.1M
Charitable Organization Clients
3
AUM
$19.2M
Corporation or Business Clients
15
AUM
$15.5M
Other Clients
5
AUM
$3M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONYTX

HandshakeAffiliates

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

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