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SANDERSON WEALTH MANAGEMENT, LLC
50 Fountain Plaza
Suite 750
Buffalo, New York 14202
Tel: 716-566-2420
About SANDERSON WEALTH MANAGEMENT, LLC
SANDERSON WEALTH MANAGEMENT, LLC, formally registered with the SEC as SANDERSON WEALTH MANAGEMENT, LLC. The firm was established in 05/28/2002. They have over 13 offices throughout the country.
SANDERSON WEALTH MANAGEMENT, LLC is a Buffalo, New York based Financial Planning firm with nearly $1,116,320,692 assets under management, offering retirement planning & investment advisory services to 1692 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118910 |
| SEC# | 801-61208 |
| Assets Managed by Firm | $1,116,320,692 |
| No. of Clients | 1692 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1692 | $1,116,320,692 |
| Individuals (other than high net worth individuals) | 157 | $66,845,263 |
| High net worth individuals | 193 | $975,643,387 |
| Pension and profit sharing plans | 6 | $37,588,936 |
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