Sandos Financial

Overview

Sandos Financial is an independent, privately owned advisory firm that serves individual and family clients, with a particular focus on smaller household relationships and small-business portfolios. The firm charges fees as a percentage of assets under management and combines portfolio management with insurance brokerage activity; it also produces periodicals or newsletters as part of its advisory offering. Sandos does not identify as an active ESG investor and is organized as a corporation with an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices