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SANDHILL INVESTMENT MANAGEMENT

40 Fountain Plaza
Suite 1300
Buffalo, New York 14202
Tel: 716-852-0279

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About SANDHILL INVESTMENT MANAGEMENT

SANDHILL INVESTMENT MANAGEMENT, formally registered with the SEC as SANDHILL INVESTMENT MANAGEMENT. The firm was established in 06/16/2004. They have over 2 offices throughout the country.

SANDHILL INVESTMENT MANAGEMENT is a Buffalo, New York based Financial Planning firm with nearly $2,125,998,284 assets under management, offering retirement planning & investment advisory services to 3261 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#129800
SEC#801-63194
Assets Managed by Firm$2,125,998,284
No. of Clients3261
No. of Advisors26

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (CLIENT OPTIONAL ADDITIONAL BONUS)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total3261$2,125,998,284
Individuals (other than high net worth individuals)1765$674,756,470
High net worth individuals340$1,201,266,671
Charitable organizations18$85,936,744
Corporations or other businesses45$164,038,399

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