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SANDLOT PARTNERS, LLC

1510 East 840 North
Orem, Utah 84097
Tel: 203-233-5797

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About SANDLOT PARTNERS, LLC

SANDLOT PARTNERS, LLC, formally registered with the SEC as SANDLOT PARTNERS, LLC. The firm was established in 03/29/2022. They have over 1 offices throughout the country.

SANDLOT PARTNERS, LLC is a Orem, Utah based Financial Planning firm with nearly $457,694,638 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#311409
SEC#801-123545
Assets Managed by Firm$457,694,638
No. of Clients31
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total31$457,694,638

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