40 Fountain Plaza
Suite 1300
Buffalo, New York 14202
Tel: 716-852-0279
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 129800 |
SEC# | 801-63194 |
Assets Managed by Firm | $2,125,998,284 |
No. of Clients | 3261 |
No. of Advisors | 26 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3261 | $2,125,998,284 |
Individuals (other than high net worth individuals) | 1765 | $674,756,470 |
High net worth individuals | 340 | $1,201,266,671 |
Charitable organizations | 18 | $85,936,744 |
Corporations or other businesses | 45 | $164,038,399 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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