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Home > Retirement Planners > massachusetts > hingham > SANDY COVE ADVISORS, LLC
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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