SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
CRD #187519 SEC #801-117852 TAMPA, FL 813-443-0879
SEC Registered
Total AUM
$152M
Discretionary
$152M
Employees
10
Clients
0
Accounts
670
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $152M | $152M | $0 | 10 | 0 |
| Feb 2025 | $152M | $152M | $0 | 10 | 0 |
| Oct 2024 | $137.6M | $137.6M | $0 | 6 | 0 |
| Mar 2024 | $137.6M | $137.6M | $0 | 6 | 0 |
| Feb 2023 | $126.7M | $126.7M | $0 | 6 | 0 |
| Feb 2022 | $149.4M | $149.4M | $0 | 6 | 0 |
| Aug 2021 | $138.3M | $138.3M | $0 | 7 | 0 |
| Mar 2021 | $128M | $128M | $0 | 7 | 0 |
| Feb 2021 | $128M | $128M | $0 | 7 | 0 |
| Oct 2020 | $109M | $109M | $0 | 10 | 0 |
| Jun 2020 | $109M | $109M | $0 | 10 | 0 |
| Jun 2020 | $109M | $109M | $0 | 10 | 0 |
| Feb 2020 | $109M | $109M | $0 | 10 | 0 |
| Nov 2019 | $115.8M | $115.8M | $0 | 10 | 0 |
DateJun 2025
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees10
Clients0
DateFeb 2025
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$137.6M
Discretionary$137.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees10
Clients0
DateFeb 2020
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees10
Clients0
DateNov 2019
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees10
Clients0