Aston Sandel
Firm details
- Headquarters
- ,
- CRD number
- 339329
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aston Sandel operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, charging advisory fees as a percentage of assets under management. Its client-facing services emphasize financial planning and ongoing portfolio management for individuals and small businesses, and the firm also conducts insurance brokerage activities. The firm does not position itself as an ESG-focused manager, nor as a multi-state or institutional pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Logan Youngblood
Managing MemberCRD 8180888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations