SANDALWOOD SECURITIES, INC.

105 Eisenhower Parkway
Roseland, New Jersey 07068
Tel: 973-233-8800

About SANDALWOOD SECURITIES, INC.

SANDALWOOD SECURITIES, INC, formally registered with the SEC as SANDALWOOD SECURITIES, INC. The firm was established in 10/01/1992. They have over 2 offices throughout the country.

SANDALWOOD SECURITIES, INC. is a Roseland, New Jersey based Financial Planning firm with nearly $744,249,913 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	27240
SEC#	801-42453
Assets Managed by Firm	$744,249,913
No. of Clients	9
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$744,249,913

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