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SANDHILL INVESTMENT MANAGEMENT
40 Fountain Plaza
Suite 1300
Buffalo, New York 14202
Tel: 716-852-0279
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 $1,822,486,701 assets under management, offering retirement planning & investment advisory services to 3216 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 129800 |
| SEC# | 801-63194 |
| Assets Managed by Firm | $1,822,486,701 |
| No. of Clients | 3216 |
| No. of Advisors | 23 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(CLIENT OPTIONAL ADDITIONAL BONUS)
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3216 | $1,822,486,701 |
| Individuals (other than high net worth individuals) | 1845 | $620,482,381 |
| High net worth individuals | 296 | $986,534,451 |
| Charitable organizations | 19 | $74,256,166 |
| Corporations or other businesses | 43 | $134,547,596 |
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