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Home > Retirement Planners > new jersey > roseland > SANDALWOOD SECURITIES, INC.
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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