SANFORD ADVISORY SERVICES, LLC
Legal name: SANFORD ADVISORY
CRD #151388 SEC #801-119924 PORTAGE, MI 269-488-6900
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2022 | $957.6M | $936.5M | $21.1M | 8 | 60 |
| Mar 2022 | $957.6M | $936.5M | $21.1M | 8 | 60 |
| Mar 2022 | $957.6M | $936.5M | $21.1M | 8 | 60 |
| Jun 2021 | $821.3M | $800.9M | $20.4M | 7 | 60 |
| Feb 2021 | $821.3M | $800.9M | $20.4M | 7 | 60 |
| Feb 2021 | $821.3M | $800.9M | $20.4M | 7 | 60 |
| Dec 2020 | $756.6M | $713.7M | $42.9M | 7 | 70 |
| Nov 2020 | $756.6M | $713.7M | $42.9M | 8 | 70 |
| Mar 2011 | $2M | $0 | $2M | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
DateMay 2022
Total AUM$957.6M
Discretionary$936.5M
Non-Disc.$21.1M
Employees8
Clients60
DateMar 2022
Total AUM$957.6M
Discretionary$936.5M
Non-Disc.$21.1M
Employees8
Clients60
DateMar 2022
Total AUM$957.6M
Discretionary$936.5M
Non-Disc.$21.1M
Employees8
Clients60
DateJun 2021
Total AUM$821.3M
Discretionary$800.9M
Non-Disc.$20.4M
Employees7
Clients60
DateFeb 2021
Total AUM$821.3M
Discretionary$800.9M
Non-Disc.$20.4M
Employees7
Clients60
DateFeb 2021
Total AUM$821.3M
Discretionary$800.9M
Non-Disc.$20.4M
Employees7
Clients60
DateDec 2020
Total AUM$756.6M
Discretionary$713.7M
Non-Disc.$42.9M
Employees7
Clients70
DateNov 2020
Total AUM$756.6M
Discretionary$713.7M
Non-Disc.$42.9M
Employees8
Clients70
DateMar 2011
Total AUM$2M
Discretionary$0
Non-Disc.$2M
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--