SANDGLASS CAPITAL ADVISORS LLC

200 Park Ave South
Suite 916
New York, New York 10003
Tel: 646-780-1102

About SANDGLASS CAPITAL ADVISORS LLC

SANDGLASS CAPITAL ADVISORS LLC, formally registered with the SEC as SANDGLASS CAPITAL ADVISORS LLC. The firm was established in 01/14/2020. They have over 3 offices throughout the country.

SANDGLASS CAPITAL ADVISORS LLC is a New York, New York based Financial Planning firm with nearly $414,426,624 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#	299418
SEC#	801-118603
Assets Managed by Firm	$414,426,624
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
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$414,426,624

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