Aston Sandel
Firm details
- Headquarters
- ,
- CRD number
- 339329
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aston Sandel is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and combines portfolio management with financial planning services; it also operates as an insurance broker. Aston Sandel charges fees as a percentage of assets under management, focuses on retail clients (including small-business portfolios), and is not positioned as a multi-state adviser, pension consultant, or capital allocator. The firm does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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