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SANDY COVE ADVISORS, LLC
CRD 152482 · SEC 801-107724
37 DERBY STREET, SUITE 5, HINGHAM, MA, 02043, United States
Phone
617-622-1500
Fax
617-979-8727
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$684.9M
Discretionary AUM
$654.8M
Team
8 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersADVISORY CONSULTING, FAMILY OFFICE AND WEALTH PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $32.8M |
| High net worth individuals | 205 | $650.3M |
| Pension/profit sharing plans | 2 | $1.1M |
| Charitable organizations | 1 | $580K |
States served
VT, MA, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD