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
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMGART, LORI, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | NA | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | NA | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | NA | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | NA | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | NA | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | NA | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| SANFORD, TODD, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SANFORD, TODD, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SANFORD, TODD, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SANFORD, TODD, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SANFORD, TODD, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SANFORD, TODD, ARTHUR | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | D | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | D | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | D | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | D | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | D | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | D | Control |
| SANFORD, TODD, ARTHUR | I | MANAGING MEMBER | D | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | C | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | C | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | C | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | C | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | C | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | C | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | C | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | C | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | C | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | C | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | C | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | C | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | B | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | B | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | B | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | B | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | B | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | B | Control |
| KERSTETTER, BRENT, WALTER | I | MEMBER | B | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | B | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | B | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | B | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | B | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | B | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | B | Control |
| WILLIAMS, SCOTT, MICHAEL | I | MEMBER | B | Control |
Registrations
Federal
IA
Mar 30, 2023 REGISTERED
Notice Filings (15)
AL AZ CA FL IL IN LA MA MD MI NC NH NM TX WI
Address
590 W. CENTRE AVENUEPORTAGE, MI 49024
United States
Phone: 269-488-6900