SANDLOT PARTNERS, LLC

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

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 Status	Approved
Firm CRD#	311409
SEC#	801-123545
Assets Managed by Firm	$457,694,638
No. of Clients	31
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	31	$457,694,638

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