SANDY COVE ADVISORS, LLC

37 Derby Street
Suite 5
Hingham, Massachusetts 02043
Tel: 617-622-1500

About SANDY COVE ADVISORS, LLC

SANDY COVE ADVISORS, LLC, formally registered with the SEC as SANDY COVE ADVISORS, LLC. The firm was established in 04/22/2016. They have over 2 offices throughout the country.

SANDY COVE ADVISORS, LLC is a Hingham, Massachusetts based Financial Planning firm with nearly $581,668,473 assets under management, offering retirement planning & investment advisory services to 971 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152482
SEC#	801-107724
Assets Managed by Firm	$581,668,473
No. of Clients	971
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	971	$581,668,473
Individuals (other than high net worth individuals)	67	$28,452,518
High net worth individuals	159	$550,720,282
Pension and profit sharing plans	3	$1,952,793
Charitable organizations	1	$542,880

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