Aston Sandel
RIASEC Registered
Total AUM
$580K
Discretionary
$580K
100% of AUM
Avg account
$290K
Accounts
2
Employees
1
Advisory reps
1
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, owner-operated registered investment adviser organized as an LLC that combines advisory services with insurance brokerage. The firm serves individual and family clients and small businesses, providing financial planning and discretionary portfolio management. Its fee model is a percentage of assets under management. The adviser reports it does not pursue ESG investing and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations