Sandos Financial

Overview

Sandos Financial is a small, owner-operated wealth advisory and insurance brokerage that focuses on individual and family clients and small businesses. The firm manages client portfolios on a discretionary basis and charges fees as a percentage of assets under management. Investment activity centers on pooled public vehicles—primarily mutual funds and ETFs—supplemented by allocations to third-party real estate strategies. Sandos Financial does not position itself as an ESG-focused allocator and does not provide pension consulting or multi-state advisory coverage. The firm also produces periodic written material for clients and prospects, indicating a modest emphasis on client communication and thought leadership in its service model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices