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 an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker. Compensation is charged as a percentage of assets under management. The firm reports it is not an active ESG investor, does not operate across multiple states, and does not position itself as a capital allocator or 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