Falists
← Back to search

SANDALWOOD SECURITIES, INC.

CRD 27240 · SEC 801-42453

Visit website

105 EISENHOWER PARKWAY, ROSELAND, NJ, 07068, United States

Phone

973-233-8800

Fax

973-233-8801

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$930.2M

Discretionary AUM

$930.2M

Team

11 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles8$930.2M

States served

NJ, TX, FL

All web addresses on file

Official SEC filing: View on IAPD