Investment adviser · CRD 151388
SANFORD ADVISORY
Investment adviser filing (IA)
SANFORD ADVISORY SERVICES, LLC
PORTAGE, MI, United States · Form ADV filed Mar 30, 2023
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
590 W. CENTRE AVENUEPORTAGE, MI, 49024, United States
CRD 151388
Filing source
Form ADV 1742209 · Mar 30, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.