1510 East 840 North
Orem, Utah 84097
Tel: 203-233-5797
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 311409 |
SEC# | 801-123545 |
Assets Managed by Firm | $457,694,638 |
No. of Clients | 31 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 31 | $457,694,638 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$47,001,314,000 | 132 | 2300 | |
$26,663,066,907 | 237 | 90 | |
$8,777,551,735 | 33539 | 17 | |
$6,821,969,061 | 3884 | 72 | |
$6,672,033,386 | 1963 | 24 |
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