RIA Intelligence

SANDY COVE ADVISORS, LLC

CRD #152482 SEC #801-107724 HINGHAM, MA 617-622-1500
SEC Registered
Total AUM
$581.7M
Discretionary
$541.1M
Employees
8
Clients
51
Accounts
971

AUM Over Time

DateFeb 2025
Total AUM$581.7M
Discretionary$541.1M
Non-Disc.$40.5M
Employees8
Clients3
DateNov 2024
Total AUM$486.4M
Discretionary$457.2M
Non-Disc.$29.2M
Employees9
Clients7
DateOct 2024
Total AUM$486.4M
Discretionary$457.2M
Non-Disc.$29.2M
Employees9
Clients7
DateMar 2024
Total AUM$486.4M
Discretionary$457.2M
Non-Disc.$29.2M
Employees9
Clients7
DateSep 2023
Total AUM$362.7M
Discretionary$315.9M
Non-Disc.$46.8M
Employees9
Clients15
DateFeb 2023
Total AUM$362.7M
Discretionary$315.9M
Non-Disc.$46.8M
Employees9
Clients15
DateMay 2022
Total AUM$387.6M
Discretionary$344M
Non-Disc.$43.6M
Employees8
Clients51
DateApr 2022
Total AUM$387.6M
Discretionary$344M
Non-Disc.$43.6M
Employees8
Clients51
DateMar 2022
Total AUM$387.6M
Discretionary$344M
Non-Disc.$43.6M
Employees8
Clients51
DateDec 2021
Total AUM$317.5M
Discretionary$266M
Non-Disc.$51.5M
Employees8
Clients5
DateMar 2021
Total AUM$317.5M
Discretionary$266M
Non-Disc.$51.5M
Employees8
Clients5
DateJun 2020
Total AUM$260.1M
Discretionary$210.9M
Non-Disc.$49.2M
Employees7
Clients10
DateMar 2020
Total AUM$260.1M
Discretionary$210.9M
Non-Disc.$49.2M
Employees7
Clients10
DateOct 2019
Total AUM$190.2M
Discretionary$156.3M
Non-Disc.$33.9M
Employees8
Clients6
DateSep 2019
Total AUM$190.2M
Discretionary$156.3M
Non-Disc.$33.9M
Employees8
Clients6
DateMar 2019
Total AUM$190.2M
Discretionary$156.3M
Non-Disc.$33.9M
Employees8
Clients6
DateMar 2019
Total AUM$190.2M
Discretionary$156.3M
Non-Disc.$33.9M
Employees8
Clients6
DateMay 2018
Total AUM$191.6M
Discretionary$163.4M
Non-Disc.$28.2M
Employees7
Clients5
DateMar 2018
Total AUM$191.6M
Discretionary$163.4M
Non-Disc.$28.2M
Employees8
Clients5
DateMar 2018
Total AUM$191.6M
Discretionary$163.4M
Non-Disc.$28.2M
Employees8
Clients5
DateMay 2017
Total AUM$152.3M
Discretionary$129.4M
Non-Disc.$23M
Employees8
Clients26
DateMar 2017
Total AUM$152.3M
Discretionary$129.4M
Non-Disc.$23M
Employees8
Clients26
DateMar 2017
Total AUM$152.3M
Discretionary$129.4M
Non-Disc.$23M
Employees8
Clients26
DateMar 2017
Total AUM$127.1M
Discretionary$114.3M
Non-Disc.$12.9M
Employees8
Clients26
DateJun 2016
Total AUM$127.1M
Discretionary$114.3M
Non-Disc.$12.9M
Employees8
Clients26
DateApr 2016
Total AUM$127.1M
Discretionary$114.3M
Non-Disc.$12.9M
Employees8
Clients26